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Nvest Wealth Strategies’s Houlihan Lokey HLI Stock Holding History

Nvest Wealth Strategies’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 		$6.71K Hold
50
– – ﹤0.01% 137
2026
Q1 		$7.18K Hold
50
– – 0.01% 136
2025
Q4 		$8.71K Buy
+50
New +$9.18K 0.01% 125

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Nvest Wealth Strategies's HLI Position: Q2 2026 in Review

Nvest Wealth Strategies held its Houlihan Lokey (HLI) position steady in Q2 2026 at 50 shares worth $6.71K. The position accounts for ﹤0.01% of the portfolio, ranked #137.

Nvest Wealth Strategies first reported a position in HLI in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.71K in Q4 2025. 239 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Nvest Wealth Strategies held 50 shares of Houlihan Lokey worth $6.71K as of Q2 2026.
  • Nvest Wealth Strategies left its Houlihan Lokey share count unchanged in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #137 holding.
  • Nvest Wealth Strategies first reported a position in Houlihan Lokey in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's Houlihan Lokey position peaked at $8.71K in Q4 2025.
  • 239 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.