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Outlook Wealth Advisors’s Houlihan Lokey HLI Stock Holding History

Outlook Wealth 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
2025
Q3 		– Sell
-2,519
Closed -$453K – 306
2025
Q2 		$453K Sell
2,519
-47
-2% -$7.9K 0.12% 164
2025
Q1 		$414K Buy
2,566
+16
+0.6% +$2.75K 0.12% 166
2024
Q4 		$443K Buy
+2,550
New +$449K 0.13% 155

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Outlook Wealth Advisors's HLI Position: Q3 2025 in Review

Outlook Wealth Advisors sold out of Houlihan Lokey (HLI) in Q3 2025, closing a stake of 2,519 shares — an estimated $453K sold.

Outlook Wealth Advisors first reported a position in HLI in Q4 2024 and held it in 3 quarters. The position peaked at $453K in Q2 2025. 552 funds tracked by Wall St. Rank hold HLI as of Q3 2025.

  • Outlook Wealth Advisors reported no remaining Houlihan Lokey position as of Q3 2025 after selling out during the quarter.
  • Outlook Wealth Advisors sold 2,519 Houlihan Lokey shares in Q3 2025, an estimated $453K.
  • Outlook Wealth Advisors first reported a position in Houlihan Lokey in Q4 2024 and held it in 3 quarters.
  • Outlook Wealth Advisors's Houlihan Lokey position peaked at $453K in Q2 2025.
  • 552 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2025.

Based on Outlook Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.