RIL
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Rothschild Investment LLC’s Houlihan Lokey HLI Stock Holding History

Rothschild Investment LLC’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 		$3.62K Buy
27
+11
+69% +$1.62K ﹤0.01% 2455
2026
Q1 		$2.3K Sell
16
-89
-85% -$14.6K ﹤0.01% 2488
2025
Q4 		$18.3K Sell
105
-220
-68% -$40.4K ﹤0.01% 1357
2025
Q3 		$66.7K Buy
325
+324
+32,400% +$63.5K ﹤0.01% 916
2025
Q2 		$180 Sell
1
-1
-50% -$168 ﹤0.01% 2942
2025
Q1 		$323 Buy
2
+1
+100% +$172 ﹤0.01% 2748
2024
Q4 		$174 Hold
1
– – ﹤0.01% 2820
2024
Q3 		$158 Buy
+1
New +$149 ﹤0.01% 2750

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's HLI Position: Q2 2026 in Review

Rothschild Investment LLC increased its Houlihan Lokey (HLI) stake by 69% in Q2 2026, buying an estimated $1.62K and bringing the position to 27 shares worth $3.62K. The position accounts for ﹤0.01% of the portfolio, ranked #2455.

Rothschild Investment LLC first reported a position in HLI in Q3 2024 and has held it in 8 quarters since. The position peaked at $66.7K in Q3 2025. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Rothschild Investment LLC held 27 shares of Houlihan Lokey worth $3.62K as of Q2 2026.
  • Rothschild Investment LLC bought 11 Houlihan Lokey shares in Q2 2026, an estimated $1.62K.
  • Houlihan Lokey made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2455 holding.
  • Rothschild Investment LLC first reported a position in Houlihan Lokey in Q3 2024 and has held it in 8 quarters since.
  • Rothschild Investment LLC's Houlihan Lokey position peaked at $66.7K in Q3 2025.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.