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New Age Alpha Advisors’s Houlihan Lokey HLI Stock Holding History

New Age Alpha 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 		$1.13M Sell
8,460
-21,286
-72% -$3.14M 0.05% 428
2026
Q1 		$4.27M Sell
29,746
-1,110
-4% -$183K 0.2% 146
2025
Q4 		$5.37M Buy
30,856
+19,388
+169% +$3.56M 0.23% 115
2025
Q3 		$2.35M Sell
11,468
-351
-3% -$68.8K 0.1% 277
2025
Q2 		$2.13M Buy
11,819
+958
+9% +$161K 0.09% 299
2025
Q1 		$1.75M Sell
10,861
-930
-8% -$160K 0.08% 337
2024
Q4 		$2.05M Buy
+11,791
New +$2.08M 0.08% 312

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

New Age Alpha Advisors's HLI Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Houlihan Lokey (HLI) stake by 72% in Q2 2026, selling an estimated $3.14M and leaving 8,460 shares worth $1.13M. The position accounts for 0.05% of the portfolio, ranked #428.

New Age Alpha Advisors first reported a position in HLI in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.37M in Q4 2025. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • New Age Alpha Advisors held 8,460 shares of Houlihan Lokey worth $1.13M as of Q2 2026.
  • New Age Alpha Advisors sold 21,286 Houlihan Lokey shares in Q2 2026, an estimated $3.14M.
  • Houlihan Lokey made up 0.05% of New Age Alpha Advisors's portfolio in Q2 2026, its #428 holding.
  • New Age Alpha Advisors first reported a position in Houlihan Lokey in Q4 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's Houlihan Lokey position peaked at $5.37M in Q4 2025.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.