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Rehmann Capital Advisory Group’s Houlihan Lokey HLI Stock Holding History

Rehmann Capital Advisory 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
Q1 		$367K Buy
2,552
+684
+37% +$113K 0.02% 486
2025
Q4 		$327K Sell
1,868
-28
-1% -$5.14K 0.02% 505
2025
Q3 		$389K Buy
1,896
+199
+12% +$39K 0.02% 442
2025
Q2 		$306K Buy
1,697
+220
+15% +$37K 0.02% 472
2025
Q1 		$239K Sell
1,477
-243
-14% -$41.7K 0.02% 537
2024
Q4 		$299K Buy
1,720
+31
+2% +$5.46K 0.02% 472
2024
Q3 		$268K Sell
1,689
-25
-1% -$3.73K 0.02% 500
2024
Q2 		$231K Buy
1,714
+45
+3% +$5.89K 0.02% 523
2024
Q1 		$214K Buy
+1,669
New +$206K 0.02% 533
2019
Q3 		$10.5K Sell
233
-21
-8% -$930 ﹤0.01% 1033
2019
Q2 		$11.3K Buy
254
+15
+6% +$701 ﹤0.01% 1306
2019
Q1 		$11K Buy
239
+23
+11% +$1.01K ﹤0.01% 1295
2018
Q4 		$7.97K Sell
216
-58
-21% -$2.36K ﹤0.01% 1123
2018
Q3 		$12.3K Sell
274
-106
-28% -$5.14K ﹤0.01% 1286
2018
Q2 		$19.5K Buy
380
+309
+435% +$14.8K ﹤0.01% 1116
2018
Q1 		$3K Buy
+71
New +$3.36K ﹤0.01% 1629

Other funds holding HLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.61T AUM 30.72% 1-Year Est. Return

Rehmann Capital Advisory Group's HLI Position: Q1 2026 in Review

Rehmann Capital Advisory Group increased its Houlihan Lokey (HLI) stake by 37% in Q1 2026, buying an estimated $113K and bringing the position to 2,552 shares worth $367K. The position accounts for 0.02% of the portfolio, ranked #486.

Rehmann Capital Advisory Group first reported a position in HLI in Q1 2018 and has held it in 16 quarters since. The position peaked at $389K in Q3 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Rehmann Capital Advisory Group held 2,552 shares of Houlihan Lokey worth $367K as of Q1 2026.
  • Rehmann Capital Advisory Group bought 684 Houlihan Lokey shares in Q1 2026, an estimated $113K.
  • Houlihan Lokey made up 0.02% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #486 holding.
  • Rehmann Capital Advisory Group first reported a position in Houlihan Lokey in Q1 2018 and has held it in 16 quarters since.
  • Rehmann Capital Advisory Group's Houlihan Lokey position peaked at $389K in Q3 2025.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.