&Partners’s Houlihan Lokey HLI Stock Holding History

&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 Q2	$2.7M	Sell	20,120 -2,856	-12%	-$421K	0.01%	862
2026 Q1	$3.3M	Sell	22,976 -363	-2%	-$59.7K	0.02%	691
2025 Q4	$4.06M	Buy	23,339 +8,095	+53%	+$1.49M	0.02%	570
2025 Q3	$3.13M	Buy	15,244 +844	+6%	+$165K	0.02%	580
2025 Q2	$2.59M	Sell	14,400 -294	-2%	-$49.4K	0.02%	565
2025 Q1	$2.34M	Buy	14,694 +3,815	+35%	+$655K	0.02%	488
2024 Q4	$1.86M	Buy	10,879 +3,242	+42%	+$571K	0.02%	524
2024 Q3	$1.21M	Buy	7,637 +4,274	+127%	+$638K	0.02%	498
2024 Q2	$454K	Buy	+3,363	New	+$440K	0.02%	580

Other funds holding HLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

&Partners's HLI Position: Q2 2026 in Review

&Partners reduced its Houlihan Lokey (HLI) stake by 12% in Q2 2026, selling an estimated $421K and leaving 20,120 shares worth $2.7M. The position accounts for 0.01% of the portfolio, ranked #862.

&Partners first reported a position in HLI in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.06M in Q4 2025. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

&Partners held 20,120 shares of Houlihan Lokey worth $2.7M as of Q2 2026.
&Partners sold 2,856 Houlihan Lokey shares in Q2 2026, an estimated $421K.
Houlihan Lokey made up 0.01% of &Partners's portfolio in Q2 2026, its #862 holding.
&Partners first reported a position in Houlihan Lokey in Q2 2024 and has held it in 9 quarters since.
&Partners's Houlihan Lokey position peaked at $4.06M in Q4 2025.
518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.