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Navigoe Wealth Management’s Houlihan Lokey HLI Stock Holding History

Navigoe 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 		$0 Buy
+1
New +$148 ﹤0.01% 738

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

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

Navigoe Wealth Management opened a new position in Houlihan Lokey (HLI) in Q2 2026: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #738 among its holdings.

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

  • Navigoe Wealth Management held 1 share of Houlihan Lokey worth $0 as of Q2 2026.
  • Houlihan Lokey was a new Navigoe Wealth Management position in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #738 holding.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.