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PharVision Advisers’s Houlihan Lokey HLI Stock Holding History

PharVision Advisers’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 		– Sell
-1,698
Closed -$274K – 343
2025
Q1 		$274K Buy
+1,698
New +$292K 0.38% 113

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 $3.38T AUM 44.17% 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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

PharVision Advisers's HLI Position: Q2 2025 in Review

PharVision Advisers sold out of Houlihan Lokey (HLI) in Q2 2025, closing a stake of 1,698 shares — an estimated $274K sold.

PharVision Advisers first reported a position in HLI in Q1 2025 and held it in 1 quarter. The position peaked at $274K in Q1 2025. 549 funds tracked by Wall St. Rank hold HLI as of Q2 2025.

  • PharVision Advisers reported no remaining Houlihan Lokey position as of Q2 2025 after selling out during the quarter.
  • PharVision Advisers sold 1,698 Houlihan Lokey shares in Q2 2025, an estimated $274K.
  • PharVision Advisers first reported a position in Houlihan Lokey in Q1 2025 and held it in 1 quarter.
  • PharVision Advisers's Houlihan Lokey position peaked at $274K in Q1 2025.
  • 549 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2025.

Based on PharVision Advisers's 13F filing for Q2 2025, filed 13 Aug 2025.