Pinnacle Wealth Planning Services’s Houlihan Lokey HLI Stock Holding History

Pinnacle Wealth Planning Services’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	$8.32K	Sell	62 -24	-28%	-$3.54K	﹤0.01%	2132
2026 Q1	$12.4K	Buy	86 +14	+19%	+$2.3K	﹤0.01%	1925
2025 Q4	$12.5K	Buy	+72	New	+$13.2K	﹤0.01%	1921
2023 Q2	–	Sell	-2,383	Closed	-$208K	–	486
2023 Q1	$208K	Buy	+2,383	New	+$224K	0.03%	384
2021 Q1	–	Sell	-28	Closed	-$2K	–	1043
2020 Q4	$2K	Buy	+28	New	+$1.81K	﹤0.01%	1932

Other funds holding HLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Pinnacle Wealth Planning Services's HLI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Houlihan Lokey (HLI) stake by 28% in Q2 2026, selling an estimated $3.54K and leaving 62 shares worth $8.32K. The position accounts for ﹤0.01% of the portfolio, ranked #2132.

Pinnacle Wealth Planning Services first reported a position in HLI in Q4 2020 and has held it in 5 quarters since. The position peaked at $208K in Q1 2023. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Pinnacle Wealth Planning Services held 62 shares of Houlihan Lokey worth $8.32K as of Q2 2026.
Pinnacle Wealth Planning Services sold 24 Houlihan Lokey shares in Q2 2026, an estimated $3.54K.
Houlihan Lokey made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2132 holding.
Pinnacle Wealth Planning Services first reported a position in Houlihan Lokey in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Houlihan Lokey position peaked at $208K in Q1 2023.
518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.