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Millstone Evans Group’s Houlihan Lokey HLI Stock Holding History

Millstone Evans Group’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 		$20.8K Hold
155
– – 0.01% 494
2026
Q1 		$22.3K Buy
155
+109
+237% +$17.9K 0.01% 466
2025
Q4 		$8.01K Hold
46
– – ﹤0.01% 578
2025
Q3 		$9.45K Buy
+46
New +$9.02K 0.01% 543
2025
Q2 		– Sell
-36
Closed -$5.81K – 791
2025
Q1 		$5.81K Buy
+36
New +$6.18K ﹤0.01% 583

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

Millstone Evans Group's HLI Position: Q2 2026 in Review

Millstone Evans Group held its Houlihan Lokey (HLI) position steady in Q2 2026 at 155 shares worth $20.8K. The position accounts for 0.01% of the portfolio, ranked #494.

Millstone Evans Group first reported a position in HLI in Q1 2025 and has held it in 5 quarters since. The position peaked at $22.3K in Q1 2026. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Millstone Evans Group held 155 shares of Houlihan Lokey worth $20.8K as of Q2 2026.
  • Millstone Evans Group left its Houlihan Lokey share count unchanged in Q2 2026.
  • Houlihan Lokey made up 0.01% of Millstone Evans Group's portfolio in Q2 2026, its #494 holding.
  • Millstone Evans Group first reported a position in Houlihan Lokey in Q1 2025 and has held it in 5 quarters since.
  • Millstone Evans Group's Houlihan Lokey position peaked at $22.3K in Q1 2026.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.