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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
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 $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 Wealth's HLI Position: Q1 2026 in Review

NewEdge Wealth reduced its Houlihan Lokey (HLI) stake by 5.4% in Q1 2026, selling an estimated $15.8K and leaving 1,684 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

NewEdge Wealth first reported a position in HLI in Q1 2024 and has held it in 9 quarters since. The position peaked at $406K in Q4 2024. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • NewEdge Wealth held 1,684 shares of Houlihan Lokey worth $242K as of Q1 2026.
  • NewEdge Wealth sold 96 Houlihan Lokey shares in Q1 2026, an estimated $15.8K.
  • Houlihan Lokey made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #1025 holding.
  • NewEdge Wealth first reported a position in Houlihan Lokey in Q1 2024 and has held it in 9 quarters since.
  • NewEdge Wealth's Houlihan Lokey position peaked at $406K in Q4 2024.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

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