Norden Group’s Houlihan Lokey HLI Stock Holding History

Norden Group’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	$268K	Sell	2,000 -2,878	-59%	-$425K	0.02%	557
2026 Q1	$701K	Sell	4,878 -165	-3%	-$27.1K	0.07%	258
2025 Q4	$879K	Sell	5,043 -1,358	-21%	-$249K	0.09%	220
2025 Q3	$1.31M	Buy	6,401 +1,153	+22%	+$226K	0.13%	148
2025 Q2	$944K	Buy	5,248 +310	+6%	+$52.1K	0.1%	195
2025 Q1	$797K	Buy	4,938 +3,168	+179%	+$544K	0.09%	212
2024 Q4	$307K	Buy	1,770 +199	+13%	+$35K	0.03%	413
2024 Q3	$248K	Buy	+1,571	New	+$235K	0.03%	446

Other funds holding HLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Norden Group's HLI Position: Q2 2026 in Review

Norden Group reduced its Houlihan Lokey (HLI) stake by 59% in Q2 2026, selling an estimated $425K and leaving 2,000 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #557.

Norden Group first reported a position in HLI in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.31M in Q3 2025. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Norden Group held 2,000 shares of Houlihan Lokey worth $268K as of Q2 2026.
Norden Group sold 2,878 Houlihan Lokey shares in Q2 2026, an estimated $425K.
Houlihan Lokey made up 0.02% of Norden Group's portfolio in Q2 2026, its #557 holding.
Norden Group first reported a position in Houlihan Lokey in Q3 2024 and has held it in 8 quarters since.
Norden Group's Houlihan Lokey position peaked at $1.31M in Q3 2025.
518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.