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Marshall & Sterling Wealth Advisors’s Houlihan Lokey HLI Stock Holding History

Marshall & Sterling Wealth Advisors’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
Q4 		– Sell
-116
Closed -$23.8K – 471
2025
Q3 		$23.8K Hold
116
– – 0.02% 255
2025
Q2 		$20.9K Hold
116
– – 0.01% 254
2025
Q1 		$18.7K Buy
+116
New +$19.9K 0.01% 256

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's HLI Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Houlihan Lokey (HLI) in Q4 2025, closing a stake of 116 shares — an estimated $23.8K sold.

Marshall & Sterling Wealth Advisors first reported a position in HLI in Q1 2025 and held it in 3 quarters. The position peaked at $23.8K in Q3 2025. 577 funds tracked by Wall St. Rank hold HLI as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Houlihan Lokey position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 116 Houlihan Lokey shares in Q4 2025, an estimated $23.8K.
  • Marshall & Sterling Wealth Advisors first reported a position in Houlihan Lokey in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Houlihan Lokey position peaked at $23.8K in Q3 2025.
  • 577 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.