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Marshall Financial Group (Maryland)’s Houlihan Lokey HLI Stock Holding History

Marshall Financial Group (Maryland)’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,860
Closed -$946K – 259
2025
Q1 		$946K Buy
5,860
+661
+13% +$114K 0.21% 120
2024
Q4 		$903K Buy
+5,199
New +$916K 0.22% 120

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Marshall Financial Group (Maryland)'s HLI Position: Q2 2025 in Review

Marshall Financial Group (Maryland) sold out of Houlihan Lokey (HLI) in Q2 2025, closing a stake of 5,860 shares — an estimated $946K sold.

Marshall Financial Group (Maryland) first reported a position in HLI in Q4 2024 and held it in 2 quarters. The position peaked at $946K in Q1 2025. 549 funds tracked by Wall St. Rank hold HLI as of Q2 2025.

  • Marshall Financial Group (Maryland) reported no remaining Houlihan Lokey position as of Q2 2025 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 5,860 Houlihan Lokey shares in Q2 2025, an estimated $946K.
  • Marshall Financial Group (Maryland) first reported a position in Houlihan Lokey in Q4 2024 and held it in 2 quarters.
  • Marshall Financial Group (Maryland)'s Houlihan Lokey position peaked at $946K in Q1 2025.
  • 549 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2025.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2025, filed 10 Jul 2025.