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MPWM Advisory Solutions’s Houlihan Lokey HLI Stock Holding History

MPWM Advisory Solutions’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 		$4.7K Hold
35
– – ﹤0.01% 421
2026
Q1 		$5.03K Hold
35
– – ﹤0.01% 399
2025
Q4 		$6.1K Hold
35
– – ﹤0.01% 364
2025
Q3 		$7.19K Hold
35
– – ﹤0.01% 319
2025
Q2 		$6.3K Hold
35
– – ﹤0.01% 334
2025
Q1 		$5.65K Hold
35
– – ﹤0.01% 352
2024
Q4 		$6.08K Buy
+35
New +$6.16K ﹤0.01% 356

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

MPWM Advisory Solutions's HLI Position: Q2 2026 in Review

MPWM Advisory Solutions held its Houlihan Lokey (HLI) position steady in Q2 2026 at 35 shares worth $4.7K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

MPWM Advisory Solutions first reported a position in HLI in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.19K in Q3 2025. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • MPWM Advisory Solutions held 35 shares of Houlihan Lokey worth $4.7K as of Q2 2026.
  • MPWM Advisory Solutions left its Houlihan Lokey share count unchanged in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #421 holding.
  • MPWM Advisory Solutions first reported a position in Houlihan Lokey in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's Houlihan Lokey position peaked at $7.19K in Q3 2025.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.