Physician Wealth Advisors’s Houlihan Lokey HLI Stock Holding History

Physician Wealth 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 Q2	$26.8K	Sell	200 -3	-1%	-$443	﹤0.01%	579
2026 Q1	$29.2K	Sell	203 -4	-2%	-$658	﹤0.01%	526
2025 Q4	$36.1K	Sell	207 -5	-2%	-$918	0.01%	450
2025 Q3	$43.5K	Buy	212 +12	+6%	+$2.35K	0.01%	399
2025 Q2	$36K	Hold	200	–	–	0.01%	396
2025 Q1	$32.3K	Hold	200	–	–	0.01%	403
2024 Q4	$34.7K	Buy	+200	New	+$35.2K	0.01%	397

Other funds holding HLI

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BWP

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Physician Wealth Advisors's HLI Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Houlihan Lokey (HLI) stake by 1.5% in Q2 2026, selling an estimated $443 and leaving 200 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Physician Wealth Advisors first reported a position in HLI in Q4 2024 and has held it in 7 quarters since. The position peaked at $43.5K in Q3 2025. 174 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Physician Wealth Advisors held 200 shares of Houlihan Lokey worth $26.8K as of Q2 2026.
Physician Wealth Advisors sold 3 Houlihan Lokey shares in Q2 2026, an estimated $443.
Houlihan Lokey made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #579 holding.
Physician Wealth Advisors first reported a position in Houlihan Lokey in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Houlihan Lokey position peaked at $43.5K in Q3 2025.
174 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.