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MassMutual Private Wealth & Trust’s Houlihan Lokey HLI Stock Holding History

MassMutual Private Wealth & Trust’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
2026
Q2 		$26.8K Sell
200
-98
-33% -$14.5K ﹤0.01% 1016
2026
Q1 		$42.8K Buy
298
+163
+121% +$26.8K ﹤0.01% 819
2025
Q4 		$23.5K Sell
135
-1
-0.7% -$184 ﹤0.01% 1052
2025
Q3 		$27.9K Buy
136
+1
+0.7% +$196 ﹤0.01% 986
2025
Q2 		$24.3K Buy
135
+27
+25% +$4.54K ﹤0.01% 1025
2025
Q1 		$17.4K Buy
108
+74
+218% +$12.7K ﹤0.01% 1078
2024
Q4 		$5.9K Buy
34
+18
+113% +$3.17K ﹤0.01% 1465
2024
Q3 		$2.53K Buy
16
+14
+700% +$2.09K ﹤0.01% 1588
2024
Q2 		$270 Buy
+2
New +$262 ﹤0.01% 2042
2023
Q3 		– Sell
-45
Closed -$4.42K – 1993
2023
Q2 		$4.42K Sell
45
-49
-52% -$4.43K ﹤0.01% 1245
2023
Q1 		$8.22K Hold
94
– – ﹤0.01% 1003
2022
Q4 		$8K Buy
+94
New +$8.45K ﹤0.01% 848
2022
Q3 		– Sell
-29
Closed -$2K – 1695
2022
Q2 		$2K Buy
+29
New +$2.42K ﹤0.01% 1138

Other funds holding HLI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

MassMutual Private Wealth & Trust's HLI Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Houlihan Lokey (HLI) stake by 33% in Q2 2026, selling an estimated $14.5K and leaving 200 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

MassMutual Private Wealth & Trust first reported a position in HLI in Q2 2022 and has held it in 13 quarters since. The position peaked at $42.8K in Q1 2026. 180 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • MassMutual Private Wealth & Trust held 200 shares of Houlihan Lokey worth $26.8K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 98 Houlihan Lokey shares in Q2 2026, an estimated $14.5K.
  • Houlihan Lokey made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1016 holding.
  • MassMutual Private Wealth & Trust first reported a position in Houlihan Lokey in Q2 2022 and has held it in 13 quarters since.
  • MassMutual Private Wealth & Trust's Houlihan Lokey position peaked at $42.8K in Q1 2026.
  • 180 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.