Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Houlihan Lokey HLI Stock Holding History

Northwestern Mutual Wealth 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 		$99.4K Sell
741
-298
-29% -$44K ﹤0.01% 2276
2026
Q1 		$149K Sell
1,039
-736
-41% -$121K ﹤0.01% 2020
2025
Q4 		$309K Buy
1,775
+819
+86% +$150K ﹤0.01% 1712
2025
Q3 		$196K Buy
956
+70
+8% +$13.7K ﹤0.01% 1807
2025
Q2 		$159K Buy
886
+19
+2% +$3.19K ﹤0.01% 1834
2025
Q1 		$140K Sell
867
-246
-22% -$42.3K ﹤0.01% 1805
2024
Q4 		$193K Buy
1,113
+296
+36% +$52.1K ﹤0.01% 1669
2024
Q3 		$129K Sell
817
-62
-7% -$9.26K ﹤0.01% 1794
2024
Q2 		$119K Buy
879
+56
+7% +$7.33K ﹤0.01% 1768
2024
Q1 		$106K Buy
823
+74
+10% +$9.15K ﹤0.01% 1788
2023
Q4 		$89.8K Buy
+749
New +$81.2K ﹤0.01% 1825
2023
Q3 		– Sell
-56
Closed -$5.5K – 3398
2023
Q2 		$5.5K Sell
56
-133
-70% -$12K ﹤0.01% 2748
2023
Q1 		$16.5K Buy
189
+19
+11% +$1.79K ﹤0.01% 2331
2022
Q4 		$14.8K Buy
+170
New +$15.3K ﹤0.01% 2357
2021
Q4 		– Sell
-249
Closed -$23K – 3220
2021
Q3 		$23K Buy
249
+142
+133% +$12.4K ﹤0.01% 2171
2021
Q2 		$9K Buy
+107
New +$7.75K ﹤0.01% 2470
2021
Q1 		– Sell
-137
Closed -$9K – 2863
2020
Q4 		$9K Hold
137
– – ﹤0.01% 2221
2020
Q3 		$8K Buy
+137
New +$7.85K ﹤0.01% 2046
2020
Q2 		– Sell
-1,564
Closed -$82K – 2519
2020
Q1 		$82K Buy
+1,564
New +$81.1K ﹤0.01% 1183
2019
Q4 		– Sell
-29
Closed -$1K – 2483
2019
Q3 		$1K Buy
+29
New +$1.28K ﹤0.01% 2352
2019
Q1 		– Sell
-107
Closed -$4K – 2601
2018
Q4 		$4K Sell
107
-174
-62% -$7.09K ﹤0.01% 2074
2018
Q3 		$13K Buy
281
+57
+25% +$2.76K ﹤0.01% 1834
2018
Q2 		$11K Buy
+224
New +$10.7K ﹤0.01% 1808

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 $3.38T AUM 44.17% 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

Northwestern Mutual Wealth Management's HLI Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its Houlihan Lokey (HLI) stake by 29% in Q2 2026, selling an estimated $44K and leaving 741 shares worth $99.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2276.

Northwestern Mutual Wealth Management first reported a position in HLI in Q2 2018 and has held it in 23 quarters since. The position peaked at $309K in Q4 2025. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Northwestern Mutual Wealth Management held 741 shares of Houlihan Lokey worth $99.4K as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 298 Houlihan Lokey shares in Q2 2026, an estimated $44K.
  • Houlihan Lokey made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2276 holding.
  • Northwestern Mutual Wealth Management first reported a position in Houlihan Lokey in Q2 2018 and has held it in 23 quarters since.
  • Northwestern Mutual Wealth Management's Houlihan Lokey position peaked at $309K in Q4 2025.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.