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NewSquare Capital’s Houlihan Lokey HLI Stock Holding History

NewSquare Capital’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
-23
Closed -$4.14K – 629
2025
Q2 		$4.14K Sell
23
-2
-8% -$336 ﹤0.01% 845
2025
Q1 		$4.04K Buy
25
+23
+1,150% +$3.95K ﹤0.01% 727
2024
Q4 		$347 Buy
+2
New +$352 ﹤0.01% 784

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
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
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

NewSquare Capital's HLI Position: Q3 2025 in Review

NewSquare Capital sold out of Houlihan Lokey (HLI) in Q3 2025, closing a stake of 23 shares — an estimated $4.14K sold.

NewSquare Capital first reported a position in HLI in Q4 2024 and held it in 3 quarters. The position peaked at $4.14K in Q2 2025. 552 funds tracked by Wall St. Rank hold HLI as of Q3 2025.

  • NewSquare Capital reported no remaining Houlihan Lokey position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 23 Houlihan Lokey shares in Q3 2025, an estimated $4.14K.
  • NewSquare Capital first reported a position in Houlihan Lokey in Q4 2024 and held it in 3 quarters.
  • NewSquare Capital's Houlihan Lokey position peaked at $4.14K in Q2 2025.
  • 552 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.