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OneDigital Investment Advisors’s Houlihan Lokey HLI Stock Holding History

OneDigital Investment Advisors’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
-1,200
Closed -$209K – 1532
2025
Q4 		$209K Sell
1,200
-14
-1% -$2.57K ﹤0.01% 1425
2025
Q3 		$249K Sell
1,214
-55
-4% -$10.8K ﹤0.01% 1296
2025
Q2 		$228K Sell
1,269
-34
-3% -$5.71K ﹤0.01% 1317
2025
Q1 		$210K Buy
+1,303
New +$224K ﹤0.01% 1304
2022
Q1 		– Sell
-1,946
Closed -$201K – 798
2021
Q4 		$201K Buy
+1,946
New +$208K 0.01% 732

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

OneDigital Investment Advisors's HLI Position: Q1 2026 in Review

OneDigital Investment Advisors sold out of Houlihan Lokey (HLI) in Q1 2026, closing a stake of 1,200 shares — an estimated $209K sold.

OneDigital Investment Advisors first reported a position in HLI in Q4 2021 and held it in 5 quarters. The position peaked at $249K in Q3 2025. 546 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • OneDigital Investment Advisors reported no remaining Houlihan Lokey position as of Q1 2026 after selling out during the quarter.
  • OneDigital Investment Advisors sold 1,200 Houlihan Lokey shares in Q1 2026, an estimated $209K.
  • OneDigital Investment Advisors first reported a position in Houlihan Lokey in Q4 2021 and held it in 5 quarters.
  • OneDigital Investment Advisors's Houlihan Lokey position peaked at $249K in Q3 2025.
  • 546 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.