Mosaic Family Wealth Partners’s Houlihan Lokey HLI Stock Holding History

Mosaic Family Wealth Partners’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	$207K	Buy	+1,540	New	+$227K	0.01%	414

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

Mosaic Family Wealth Partners's HLI Position: Q2 2026 in Review

Mosaic Family Wealth Partners opened a new position in Houlihan Lokey (HLI) in Q2 2026: 1,540 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #414 among its holdings.

515 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Mosaic Family Wealth Partners held 1,540 shares of Houlihan Lokey worth $207K as of Q2 2026.
Houlihan Lokey was a new Mosaic Family Wealth Partners position in Q2 2026.
Houlihan Lokey made up 0.01% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #414 holding.
515 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.