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NewEdge Wealth’s Houlihan Lokey HLI Stock Holding History

NewEdge Wealth’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 		$248K Buy
1,845
+161
+10% +$23.8K ﹤0.01% 1105
2026
Q1 		$242K Sell
1,684
-96
-5% -$15.8K ﹤0.01% 1025
2025
Q4 		$310K Buy
1,780
+2
+0.1% +$367 ﹤0.01% 1010
2025
Q3 		$319K Hold
1,778
– – ﹤0.01% 861
2025
Q2 		$337K Sell
1,778
-213
-11% -$35.8K 0.01% 802
2025
Q1 		$322K Sell
1,991
-348
-15% -$59.8K 0.01% 757
2024
Q4 		$406K Buy
2,339
+695
+42% +$122K 0.01% 683
2024
Q3 		$260K Buy
1,644
+116
+8% +$17.3K ﹤0.01% 761
2024
Q2 		$206K Sell
1,528
-99
-6% -$13K ﹤0.01% 726
2024
Q1 		$212K Buy
+1,627
New +$201K ﹤0.01% 756

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

NewEdge Wealth's HLI Position: Q2 2026 in Review

NewEdge Wealth increased its Houlihan Lokey (HLI) stake by 9.6% in Q2 2026, buying an estimated $23.8K and bringing the position to 1,845 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

NewEdge Wealth first reported a position in HLI in Q1 2024 and has held it in 10 quarters since. The position peaked at $406K in Q4 2024. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • NewEdge Wealth held 1,845 shares of Houlihan Lokey worth $248K as of Q2 2026.
  • NewEdge Wealth bought 161 Houlihan Lokey shares in Q2 2026, an estimated $23.8K.
  • Houlihan Lokey made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1105 holding.
  • NewEdge Wealth first reported a position in Houlihan Lokey in Q1 2024 and has held it in 10 quarters since.
  • NewEdge Wealth's Houlihan Lokey position peaked at $406K in Q4 2024.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.