Pictet Asset Management
HLI icon

Pictet Asset Management’s Houlihan Lokey HLI Stock Holding History

Pictet Asset Management’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 		$1.15M Hold
8,606
– – ﹤0.01% 1089
2026
Q1 		$1.24M Buy
8,606
+516
+6% +$84.9K ﹤0.01% 1029
2025
Q4 		$1.41M Buy
8,090
+578
+8% +$106K ﹤0.01% 987
2025
Q3 		$1.54M Sell
7,512
-455
-6% -$89.2K ﹤0.01% 931
2025
Q2 		$1.43M Buy
7,967
+84
+1% +$14.1K ﹤0.01% 942
2025
Q1 		$1.27M Buy
7,883
+418
+6% +$71.8K ﹤0.01% 980
2024
Q4 		$1.3M Buy
7,465
+1,072
+17% +$189K ﹤0.01% 988
2024
Q3 		$1.01M Sell
6,393
-368
-5% -$55K ﹤0.01% 1036
2024
Q2 		$912K Buy
6,761
+67
+1% +$8.77K ﹤0.01% 1030
2024
Q1 		$858K Buy
6,694
+716
+12% +$88.6K ﹤0.01% 1080
2023
Q4 		$717K Hold
5,978
– – ﹤0.01% 1105
2023
Q3 		$640K Buy
+5,978
New +$616K ﹤0.01% 1114

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Pictet Asset Management's HLI Position: Q2 2026 in Review

Pictet Asset Management held its Houlihan Lokey (HLI) position steady in Q2 2026 at 8,606 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Pictet Asset Management first reported a position in HLI in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.54M in Q3 2025. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Pictet Asset Management held 8,606 shares of Houlihan Lokey worth $1.15M as of Q2 2026.
  • Pictet Asset Management left its Houlihan Lokey share count unchanged in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of Pictet Asset Management's portfolio in Q2 2026, its #1089 holding.
  • Pictet Asset Management first reported a position in Houlihan Lokey in Q3 2023 and has held it in 12 quarters since.
  • Pictet Asset Management's Houlihan Lokey position peaked at $1.54M in Q3 2025.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Pictet Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.