Okabena Investment Services’s Houlihan Lokey HLI Stock Holding History

Okabena Investment Services’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 Q1	–	Sell	-1,382	Closed	-$241K	–	153
2025 Q4	$241K	Hold	1,382	–	–	0.05%	138
2025 Q3	$284K	Hold	1,382	–	–	0.06%	131
2025 Q2	$249K	Hold	1,382	–	–	0.06%	125
2025 Q1	$223K	Hold	1,382	–	–	0.06%	123
2024 Q4	$240K	Hold	1,382	–	–	0.07%	112
2024 Q3	$218K	Buy	+1,382	New	+$206K	0.06%	104
2023 Q4	–	Sell	-62	Closed	-$6.64K	–	121
2023 Q3	$6.64K	Hold	62	–	–	0.01%	92
2023 Q2	$6.09K	Sell	62 -5,937	-99%	-$537K	﹤0.01%	143
2023 Q1	$858K	Buy	5,999 +5,814	+3,143%	+$547K	0.6%	42
2022 Q4	$16.1K	Sell	185 -1,197	-87%	-$108K	0.01%	118
2022 Q3	$104K	Hold	1,382	–	–	0.05%	118
2022 Q2	$109K	Buy	1,382 +123	+10%	+$10.3K	0.06%	104
2022 Q1	$111K	Hold	1,259	–	–	0.05%	109
2021 Q4	$130K	Buy	+1,259	New	+$134K	0.05%	114

Other funds holding HLI

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Okabena Investment Services's HLI Position: Q1 2026 in Review

Okabena Investment Services sold out of Houlihan Lokey (HLI) in Q1 2026, closing a stake of 1,382 shares — an estimated $241K sold.

Okabena Investment Services first reported a position in HLI in Q4 2021 and held it in 14 quarters. The position peaked at $858K in Q1 2023. 547 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

Okabena Investment Services reported no remaining Houlihan Lokey position as of Q1 2026 after selling out during the quarter.
Okabena Investment Services sold 1,382 Houlihan Lokey shares in Q1 2026, an estimated $241K.
Okabena Investment Services first reported a position in Houlihan Lokey in Q4 2021 and held it in 14 quarters.
Okabena Investment Services's Houlihan Lokey position peaked at $858K in Q1 2023.
547 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Okabena Investment Services's 13F filing for Q1 2026, filed 15 May 2026.