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Parkworth Wealth Management’s Houlihan Lokey HLI Stock Holding History

Parkworth Wealth Management’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
Q2 		$360 Hold
2
– – ﹤0.01% 736
2025
Q1 		$323 Hold
2
– – ﹤0.01% 558
2024
Q4 		$347 Buy
+2
New +$352 ﹤0.01% 548

Other funds holding HLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $33.1B AUM 11.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Parkworth Wealth Management's HLI Position: Q2 2025 in Review

Parkworth Wealth Management held its Houlihan Lokey (HLI) position steady in Q2 2025 at 2 shares worth $360. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Parkworth Wealth Management first reported a position in HLI in Q4 2024 and has held it in 3 quarters since. 547 funds tracked by Wall St. Rank hold HLI as of Q2 2025.

  • Parkworth Wealth Management held 2 shares of Houlihan Lokey worth $360 as of Q2 2025.
  • Parkworth Wealth Management left its Houlihan Lokey share count unchanged in Q2 2025.
  • Houlihan Lokey made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #736 holding.
  • Parkworth Wealth Management first reported a position in Houlihan Lokey in Q4 2024 and has held it in 3 quarters since.
  • 547 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.