PFW Advisors’s Houlihan Lokey HLI Stock Holding History

PFW 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
2026 Q1	–	Sell	-1,283	Closed	-$223K	–	124
2025 Q4	$223K	Sell	1,283 -119	-8%	-$21.8K	0.07%	114
2025 Q3	$288K	Hold	1,402	–	–	0.09%	107
2025 Q2	$252K	Hold	1,402	–	–	0.08%	108
2025 Q1	$226K	Hold	1,402	–	–	0.07%	114
2024 Q4	$243K	Buy	+1,402	New	+$247K	0.07%	109
2019 Q3	$222K	Buy	+1,402	New	+$62.1K	0.07%	114

Other funds holding HLI

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PFW Advisors's HLI Position: Q1 2026 in Review

PFW Advisors sold out of Houlihan Lokey (HLI) in Q1 2026, closing a stake of 1,283 shares — an estimated $223K sold.

PFW Advisors first reported a position in HLI in Q3 2019 and held it in 6 quarters. The position peaked at $288K in Q3 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

PFW Advisors reported no remaining Houlihan Lokey position as of Q1 2026 after selling out during the quarter.
PFW Advisors sold 1,283 Houlihan Lokey shares in Q1 2026, an estimated $223K.
PFW Advisors first reported a position in Houlihan Lokey in Q3 2019 and held it in 6 quarters.
PFW Advisors's Houlihan Lokey position peaked at $288K in Q3 2025.
544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on PFW Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.