Phillips Wealth Planners’s Houlihan Lokey HLI Stock Holding History

Phillips Wealth Planners’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 Q3	$218K	Buy	+1,658	New	+$221K	0.15%	198

Other funds holding HLI

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $6.55B AUM 7.49% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Phillips Wealth Planners's HLI Position: Q3 2026 in Review

Phillips Wealth Planners opened a new position in Houlihan Lokey (HLI) in Q3 2026: 1,658 shares worth $218K. The stake represents 0.15% of the portfolio and ranks #198 among its holdings.

417 funds tracked by Wall St. Rank hold HLI as of Q3 2026.

Phillips Wealth Planners held 1,658 shares of Houlihan Lokey worth $218K as of Q3 2026.
Houlihan Lokey was a new Phillips Wealth Planners position in Q3 2026.
Houlihan Lokey made up 0.15% of Phillips Wealth Planners's portfolio in Q3 2026, its #198 holding.
417 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2026.

Based on Phillips Wealth Planners's 13F filing for Q3 2026, filed 12 Nov 2026.