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Ruedi Wealth Management’s Houlihan Lokey HLI Stock Holding History

Ruedi Wealth Management’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
Q2 		– Sell
-29
Closed -$4.68K – 169
2025
Q1 		$4.68K Hold
29
– – ﹤0.01% 216
2024
Q4 		$5.04K Hold
29
– – ﹤0.01% 212
2024
Q3 		$4.58K Sell
29
-29
-50% -$4.33K ﹤0.01% 222
2024
Q2 		$7.82K Buy
+58
New +$7.59K ﹤0.01% 201

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Ruedi Wealth Management's HLI Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Houlihan Lokey (HLI) in Q2 2025, closing a stake of 29 shares — an estimated $4.68K sold.

Ruedi Wealth Management first reported a position in HLI in Q2 2024 and held it in 4 quarters. The position peaked at $7.82K in Q2 2024. 549 funds tracked by Wall St. Rank hold HLI as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Houlihan Lokey position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 29 Houlihan Lokey shares in Q2 2025, an estimated $4.68K.
  • Ruedi Wealth Management first reported a position in Houlihan Lokey in Q2 2024 and held it in 4 quarters.
  • Ruedi Wealth Management's Houlihan Lokey position peaked at $7.82K in Q2 2024.
  • 549 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.