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MGO One Seven’s Houlihan Lokey HLI Stock Holding History

MGO One Seven’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 		– Sell
-2,217
Closed -$318K – 1576
2026
Q1 		$318K Buy
2,217
+253
+13% +$41.6K 0.01% 1103
2025
Q4 		$342K Buy
1,964
+136
+7% +$25K 0.01% 1058
2025
Q3 		$375K Sell
1,828
-64
-3% -$12.5K 0.01% 928
2025
Q2 		$340K Sell
1,892
-71
-4% -$11.9K 0.01% 886
2025
Q1 		$317K Buy
+1,963
New +$337K 0.01% 795
2019
Q1 		– Sell
-126
Closed -$4K – 934
2018
Q4 		$4K Buy
+126
New +$5.14K ﹤0.01% 1416
2018
Q1 		$6K Hold
126
– – ﹤0.01% 1253
2017
Q4 		$6K Buy
+126
New +$5.39K ﹤0.01% 1238

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MGO One Seven's HLI Position: Q2 2026 in Review

MGO One Seven sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 2,217 shares — an estimated $318K sold.

MGO One Seven first reported a position in HLI in Q4 2017 and held it in 8 quarters. The position peaked at $375K in Q3 2025. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • MGO One Seven reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
  • MGO One Seven sold 2,217 Houlihan Lokey shares in Q2 2026, an estimated $318K.
  • MGO One Seven first reported a position in Houlihan Lokey in Q4 2017 and held it in 8 quarters.
  • MGO One Seven's Houlihan Lokey position peaked at $375K in Q3 2025.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.