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Retirement Wealth Solutions’s Houlihan Lokey HLI Stock Holding History

Retirement Wealth Solutions’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 		$1.78K Hold
13
– – ﹤0.01% 546
2026
Q1 		$1.9K Sell
13
-13
-50% -$2.14K ﹤0.01% 507
2025
Q4 		$4.55K Hold
26
– – ﹤0.01% 326
2025
Q3 		$5.34K Hold
26
– – ﹤0.01% 296
2025
Q2 		$4.67K Hold
26
– – ﹤0.01% 309
2025
Q1 		$4.17K Sell
26
-16
-38% -$2.75K ﹤0.01% 299
2024
Q4 		$7.02K Buy
+42
New +$7.4K 0.01% 266

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Retirement Wealth Solutions's HLI Position: Q2 2026 in Review

Retirement Wealth Solutions held its Houlihan Lokey (HLI) position steady in Q2 2026 at 13 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Retirement Wealth Solutions first reported a position in HLI in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.02K in Q4 2024. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Retirement Wealth Solutions held 13 shares of Houlihan Lokey worth $1.78K as of Q2 2026.
  • Retirement Wealth Solutions left its Houlihan Lokey share count unchanged in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #546 holding.
  • Retirement Wealth Solutions first reported a position in Houlihan Lokey in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Houlihan Lokey position peaked at $7.02K in Q4 2024.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.