Private Wealth Management Group’s Houlihan Lokey HLI Stock Holding History

Private Wealth Management Group’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	$2.82K	Hold	21	–	–	﹤0.01%	1045
2026 Q1	$3.02K	Hold	21	–	–	﹤0.01%	940
2025 Q4	$3.66K	Hold	21	–	–	﹤0.01%	893
2025 Q3	$4.31K	Hold	21	–	–	﹤0.01%	849
2025 Q2	$3.78K	Hold	21	–	–	﹤0.01%	867
2025 Q1	$3.39K	Hold	21	–	–	﹤0.01%	874
2024 Q4	$3.65K	Hold	21	–	–	﹤0.01%	869
2024 Q3	$3.32K	Hold	21	–	–	﹤0.01%	882
2024 Q2	$2.83K	Hold	21	–	–	﹤0.01%	929
2024 Q1	$2.69K	Hold	21	–	–	﹤0.01%	846
2023 Q4	$2.52K	Buy	+21	New	+$2.28K	﹤0.01%	880

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

Private Wealth Management Group's HLI Position: Q2 2026 in Review

Private Wealth Management Group held its Houlihan Lokey (HLI) position steady in Q2 2026 at 21 shares worth $2.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Private Wealth Management Group first reported a position in HLI in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.31K in Q3 2025. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Private Wealth Management Group held 21 shares of Houlihan Lokey worth $2.82K as of Q2 2026.
Private Wealth Management Group left its Houlihan Lokey share count unchanged in Q2 2026.
Houlihan Lokey made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1045 holding.
Private Wealth Management Group first reported a position in Houlihan Lokey in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Houlihan Lokey position peaked at $4.31K in Q3 2025.
514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.