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Raffa Wealth Management’s Houlihan Lokey HLI Stock Holding History

Raffa 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
Q3 		– Sell
-69
Closed -$12.4K – 1199
2025
Q2 		$12.4K Buy
+69
New +$11.6K ﹤0.01% 337

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Raffa Wealth Management's HLI Position: Q3 2025 in Review

Raffa Wealth Management sold out of Houlihan Lokey (HLI) in Q3 2025, closing a stake of 69 shares — an estimated $12.4K sold.

Raffa Wealth Management first reported a position in HLI in Q2 2025 and held it in 1 quarter. The position peaked at $12.4K in Q2 2025. 552 funds tracked by Wall St. Rank hold HLI as of Q3 2025.

  • Raffa Wealth Management reported no remaining Houlihan Lokey position as of Q3 2025 after selling out during the quarter.
  • Raffa Wealth Management sold 69 Houlihan Lokey shares in Q3 2025, an estimated $12.4K.
  • Raffa Wealth Management first reported a position in Houlihan Lokey in Q2 2025 and held it in 1 quarter.
  • Raffa Wealth Management's Houlihan Lokey position peaked at $12.4K in Q2 2025.
  • 552 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2025.

Based on Raffa Wealth Management's 13F filing for Q3 2025, filed 27 Jul 2026.