Orion Portfolio Solutions’s Houlihan Lokey HLI Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$1.71M	Buy	10,590 +2,865	+37%	+$492K	0.02%	793
2024 Q4	$1.34M	Sell	7,725 -196	-2%	-$34.5K	0.01%	896
2024 Q3	$1.25M	Buy	7,921 +4,725	+148%	+$706K	0.01%	929
2024 Q2	$431K	Sell	3,196 -137	-4%	-$17.9K	﹤0.01%	1325
2024 Q1	$427K	Sell	3,333 -821	-20%	-$102K	﹤0.01%	1335
2023 Q4	$485K	Sell	4,154 -89	-2%	-$9.65K	0.01%	1224
2023 Q3	$455K	Buy	4,243 +1,945	+85%	+$201K	0.01%	1234
2023 Q2	$226K	Sell	2,298 -90	-4%	-$8.14K	﹤0.01%	1516
2023 Q1	$209K	Buy	+2,388	New	+$225K	﹤0.01%	1495

Other funds holding HLI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Orion Portfolio Solutions's HLI Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Houlihan Lokey (HLI) stake by 37% in Q1 2025, buying an estimated $492K and bringing the position to 10,590 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #793.

Orion Portfolio Solutions first reported a position in HLI in Q1 2023 and has held it in 9 quarters since. 524 funds tracked by Wall St. Rank hold HLI as of Q1 2025.

Orion Portfolio Solutions held 10,590 shares of Houlihan Lokey worth $1.71M as of Q1 2025.
Orion Portfolio Solutions bought 2,865 Houlihan Lokey shares in Q1 2025, an estimated $492K.
Houlihan Lokey made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #793 holding.
Orion Portfolio Solutions first reported a position in Houlihan Lokey in Q1 2023 and has held it in 9 quarters since.
524 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.