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NewEdge Advisors’s Houlihan Lokey HLI Stock Holding History

NewEdge 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
Q1 		$1.1M Sell
7,651
-13,915
-65% -$2.29M ﹤0.01% 1446
2025
Q4 		$3.76M Sell
21,566
-8,003
-27% -$1.47M 0.01% 780
2025
Q3 		$6.07M Buy
29,569
+226
+0.8% +$44.3K 0.03% 553
2025
Q2 		$5.28M Buy
29,343
+487
+2% +$81.8K 0.03% 552
2025
Q1 		$4.66M Buy
28,856
+2,544
+10% +$437K 0.03% 529
2024
Q4 		$4.57M Buy
26,312
+1,480
+6% +$261K 0.03% 532
2024
Q3 		$3.92M Buy
24,832
+1,276
+5% +$191K 0.03% 557
2024
Q2 		$3.18M Buy
23,556
+3,824
+19% +$501K 0.02% 585
2024
Q1 		$2.53M Buy
19,732
+782
+4% +$96.7K 0.02% 608
2023
Q4 		$2.29M Buy
18,950
+7,763
+69% +$842K 0.02% 619
2023
Q3 		$1.2M Sell
11,187
-2,302
-17% -$237K 0.01% 781
2023
Q2 		$1.33M Sell
13,489
-1,236
-8% -$112K 0.02% 742
2023
Q1 		$1.29M Buy
14,725
+795
+6% +$74.8K 0.02% 692
2022
Q4 		$335K Buy
13,930
+1,892
+16% +$170K 0.01% 950
2022
Q3 		$908K Sell
12,038
-28,382
-70% -$2.3M 0.01% 676
2022
Q2 		$3.19M Sell
40,420
-262,507
-87% -$21.9M 0.05% 331
2022
Q1 		$26.6M Buy
302,927
+35,023
+13% +$3.61M 0.43% 58
2021
Q4 		$27.7M Buy
267,904
+21,487
+9% +$2.29M 0.42% 51
2021
Q3 		$22.7M Buy
+246,417
New +$21.6M 0.56% 44
2020
Q4 		– Sell
-10,781
Closed -$637K – 1034
2020
Q3 		$637K Buy
10,781
+557
+5% +$31.9K 0.02% 497
2020
Q2 		$569K Buy
+10,224
New +$596K 0.02% 499

Other funds holding HLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NewEdge Advisors's HLI Position: Q1 2026 in Review

NewEdge Advisors reduced its Houlihan Lokey (HLI) stake by 65% in Q1 2026, selling an estimated $2.29M and leaving 7,651 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

NewEdge Advisors first reported a position in HLI in Q2 2020 and has held it in 21 quarters since. The position peaked at $27.7M in Q4 2021. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • NewEdge Advisors held 7,651 shares of Houlihan Lokey worth $1.1M as of Q1 2026.
  • NewEdge Advisors sold 13,915 Houlihan Lokey shares in Q1 2026, an estimated $2.29M.
  • Houlihan Lokey made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1446 holding.
  • NewEdge Advisors first reported a position in Houlihan Lokey in Q2 2020 and has held it in 21 quarters since.
  • NewEdge Advisors's Houlihan Lokey position peaked at $27.7M in Q4 2021.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.