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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
Q3 		$1.69K Hold
13
– – ﹤0.01% 634
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

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Retirement Wealth Solutions's HLI Position: Q3 2026 in Review

Retirement Wealth Solutions held its Houlihan Lokey (HLI) position steady in Q3 2026 at 13 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Retirement Wealth Solutions first reported a position in HLI in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.02K in Q4 2024. 23 funds tracked by Wall St. Rank hold HLI as of Q3 2026.

  • Retirement Wealth Solutions held 13 shares of Houlihan Lokey worth $1.69K as of Q3 2026.
  • Retirement Wealth Solutions left its Houlihan Lokey share count unchanged in Q3 2026.
  • Houlihan Lokey made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #634 holding.
  • Retirement Wealth Solutions first reported a position in Houlihan Lokey in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's Houlihan Lokey position peaked at $7.02K in Q4 2024.
  • 23 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.