QWM
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Quaker Wealth Management’s Houlihan Lokey HLI Stock Holding History

Quaker Wealth 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
2025
Q2 		– Sell
-4
Closed -$646 – 1233
2025
Q1 		$646 Buy
+4
New +$687 ﹤0.01% 580

Other funds holding HLI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Quaker Wealth Management's HLI Position: Q2 2026 in Review

Quaker Wealth Management held its Houlihan Lokey (HLI) position steady in Q2 2026 at 1 share worth $135. The position accounts for ﹤0.01% of the portfolio, ranked #909.

Quaker Wealth Management first reported a position in HLI in Q2 2025 and has held it in 5 quarters since. The position peaked at $206 in Q3 2025. 151 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Quaker Wealth Management held 1 share of Houlihan Lokey worth $135 as of Q2 2026.
  • Quaker Wealth Management left its Houlihan Lokey share count unchanged in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #909 holding.
  • Quaker Wealth Management first reported a position in Houlihan Lokey in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's Houlihan Lokey position peaked at $206 in Q3 2025.
  • 151 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.