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Mount Yale Investment Advisors’s Houlihan Lokey HLI Stock Holding History

Mount Yale Investment Advisors’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 		$273K Sell
2,038
-1,011
-33% -$149K 0.01% 1012
2026
Q1 		$438K Buy
+3,049
New +$502K 0.01% 763
2025
Q4 		– Sell
-982
Closed -$202K – 761
2025
Q3 		$202K Sell
982
-820
-46% -$161K 0.01% 632
2025
Q2 		$324K Sell
1,802
-2,028
-53% -$341K 0.03% 433
2025
Q1 		$619K Buy
+3,830
New +$658K 0.05% 284

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

Mount Yale Investment Advisors's HLI Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Houlihan Lokey (HLI) stake by 33% in Q2 2026, selling an estimated $149K and leaving 2,038 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #1012.

Mount Yale Investment Advisors first reported a position in HLI in Q1 2025 and has held it in 5 quarters since. The position peaked at $619K in Q1 2025. 515 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Mount Yale Investment Advisors held 2,038 shares of Houlihan Lokey worth $273K as of Q2 2026.
  • Mount Yale Investment Advisors sold 1,011 Houlihan Lokey shares in Q2 2026, an estimated $149K.
  • Houlihan Lokey made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1012 holding.
  • Mount Yale Investment Advisors first reported a position in Houlihan Lokey in Q1 2025 and has held it in 5 quarters since.
  • Mount Yale Investment Advisors's Houlihan Lokey position peaked at $619K in Q1 2025.
  • 515 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.