Net Worth Advisory Group’s Houlihan Lokey HLI Stock Holding History

Net Worth Advisory Group’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
2025 Q3	–	Sell	-1,750	Closed	-$315K	–	439
2025 Q2	$315K	Buy	1,750 +63	+4%	+$10.6K	0.07%	287
2025 Q1	$272K	Sell	1,687 -384	-19%	-$66K	0.09%	282
2024 Q4	$360K	Buy	2,071 +15	+0.7%	+$2.64K	0.11%	215
2024 Q3	$325K	Buy	+2,056	New	+$307K	0.1%	247

Other funds holding HLI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Net Worth Advisory Group's HLI Position: Q3 2025 in Review

Net Worth Advisory Group sold out of Houlihan Lokey (HLI) in Q3 2025, closing a stake of 1,750 shares — an estimated $315K sold.

Net Worth Advisory Group first reported a position in HLI in Q3 2024 and held it in 4 quarters. The position peaked at $360K in Q4 2024. 552 funds tracked by Wall St. Rank hold HLI as of Q3 2025.

Net Worth Advisory Group reported no remaining Houlihan Lokey position as of Q3 2025 after selling out during the quarter.
Net Worth Advisory Group sold 1,750 Houlihan Lokey shares in Q3 2025, an estimated $315K.
Net Worth Advisory Group first reported a position in Houlihan Lokey in Q3 2024 and held it in 4 quarters.
Net Worth Advisory Group's Houlihan Lokey position peaked at $360K in Q4 2024.
552 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2025.

Based on Net Worth Advisory Group's 13F filing for Q3 2025, filed 15 Oct 2025.