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Rise Advisors’s Houlihan Lokey HLI Stock Holding History

Rise Advisors’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
Q4 		– Sell
-115
Closed -$23.5K – 679
2025
Q3 		$23.5K Buy
115
+1
+0.9% +$196 0.01% 482
2025
Q2 		$20.6K Hold
114
– – 0.01% 523
2025
Q1 		$18.4K Sell
114
-39
-25% -$6.7K 0.01% 550
2024
Q4 		$26.6K Hold
153
– – 0.01% 457
2024
Q3 		$24.2K Buy
153
+1
+0.7% +$149 0.01% 555
2024
Q2 		$20.5K Hold
152
– – 0.01% 620
2024
Q1 		$19.4K Buy
+152
New +$18.8K 0.01% 668

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Rise Advisors's HLI Position: Q4 2025 in Review

Rise Advisors sold out of Houlihan Lokey (HLI) in Q4 2025, closing a stake of 115 shares — an estimated $23.5K sold.

Rise Advisors first reported a position in HLI in Q1 2024 and held it in 7 quarters. The position peaked at $26.6K in Q4 2024. 577 funds tracked by Wall St. Rank hold HLI as of Q4 2025.

  • Rise Advisors reported no remaining Houlihan Lokey position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 115 Houlihan Lokey shares in Q4 2025, an estimated $23.5K.
  • Rise Advisors first reported a position in Houlihan Lokey in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Houlihan Lokey position peaked at $26.6K in Q4 2024.
  • 577 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.