Mission Wealth Management’s Houlihan Lokey HLI Stock Holding History

Mission Wealth Management’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	$386K	Buy	+2,876	New	+$424K	﹤0.01%	777
2020 Q4	–	Sell	-8,000	Closed	-$472K	–	416
2020 Q3	$472K	Buy	+8,000	New	+$458K	0.04%	209
2020 Q2	–	Sell	-11,000	Closed	-$573K	–	340
2020 Q1	$573K	Hold	11,000	–	–	0.06%	143
2019 Q4	$538K	Hold	11,000	–	–	0.05%	175
2019 Q3	$496K	Buy	+11,000	New	+$487K	0.05%	171

Other funds holding HLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mission Wealth Management's HLI Position: Q2 2026 in Review

Mission Wealth Management opened a new position in Houlihan Lokey (HLI) in Q2 2026: 2,876 shares worth $386K. The stake represents ﹤0.01% of the portfolio and ranks #777 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in HLI as recently as Q3 2020.

Mission Wealth Management first reported a position in HLI in Q3 2019 and has held it in 5 quarters since. The position peaked at $573K in Q1 2020. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Mission Wealth Management held 2,876 shares of Houlihan Lokey worth $386K as of Q2 2026.
Houlihan Lokey was a new Mission Wealth Management position in Q2 2026.
Houlihan Lokey made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #777 holding.
Mission Wealth Management first reported a position in Houlihan Lokey in Q3 2019 and has held it in 5 quarters since.
Mission Wealth Management's Houlihan Lokey position peaked at $573K in Q1 2020.
518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.