ORG Wealth Partners
HLI icon

ORG Wealth Partners’s Houlihan Lokey HLI Stock Holding History

ORG Wealth Partners’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
Q3 		$631 Buy
+5
New +$665 ﹤0.01% 1952

Other funds holding HLI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $6.55B AUM 7.49% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

ORG Wealth Partners's HLI Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in Houlihan Lokey (HLI) in Q3 2026: 5 shares worth $631. The stake represents ﹤0.01% of the portfolio and ranks #1952 among its holdings.

417 funds tracked by Wall St. Rank hold HLI as of Q3 2026.

  • ORG Wealth Partners held 5 shares of Houlihan Lokey worth $631 as of Q3 2026.
  • Houlihan Lokey was a new ORG Wealth Partners position in Q3 2026.
  • Houlihan Lokey made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #1952 holding.
  • 417 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.