North Star Investment Management’s Houlihan Lokey HLI Stock Holding History

North Star Investment Management’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	$3.99K	Sell	30 -23	-43%	-$3.39K	﹤0.01%	1291
2026 Q1	$7.55K	Buy	53 +24	+83%	+$3.95K	﹤0.01%	1094
2025 Q4	$5.13K	Hold	29	–	–	﹤0.01%	1094
2025 Q3	$6.03K	Hold	29	–	–	﹤0.01%	1001
2025 Q2	$5.27K	Hold	29	–	–	﹤0.01%	997
2025 Q1	$4.71K	Hold	29	–	–	﹤0.01%	997
2024 Q4	$5.05K	Buy	+29	New	+$5.11K	﹤0.01%	999

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

North Star Investment Management's HLI Position: Q2 2026 in Review

North Star Investment Management reduced its Houlihan Lokey (HLI) stake by 43% in Q2 2026, selling an estimated $3.39K and leaving 30 shares worth $3.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

North Star Investment Management first reported a position in HLI in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.55K in Q1 2026. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

North Star Investment Management held 30 shares of Houlihan Lokey worth $3.99K as of Q2 2026.
North Star Investment Management sold 23 Houlihan Lokey shares in Q2 2026, an estimated $3.39K.
Houlihan Lokey made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1291 holding.
North Star Investment Management first reported a position in Houlihan Lokey in Q4 2024 and has held it in 7 quarters since.
North Star Investment Management's Houlihan Lokey position peaked at $7.55K in Q1 2026.
514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.