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Sachetta’s Houlihan Lokey HLI Stock Holding History

Sachetta’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 		– Sell
-30
Closed -$4.31K – 1119
2026
Q1 		$4.31K Buy
30
+27
+900% +$4.44K ﹤0.01% 707
2025
Q4 		$523 Hold
3
– – ﹤0.01% 981
2025
Q3 		$616 Hold
3
– – ﹤0.01% 1011
2025
Q2 		$540 Hold
3
– – ﹤0.01% 1039
2025
Q1 		$485 Hold
3
– – ﹤0.01% 1041
2024
Q4 		$521 Hold
3
– – ﹤0.01% 1091
2024
Q3 		$475 Hold
3
– – ﹤0.01% 1148
2024
Q2 		$446 Buy
+3
New +$393 ﹤0.01% 1177

Other funds holding HLI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Sachetta's HLI Position: Q2 2026 in Review

Sachetta sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 30 shares — an estimated $4.31K sold.

Sachetta first reported a position in HLI in Q2 2024 and held it in 8 quarters. The position peaked at $4.31K in Q1 2026. 54 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Sachetta reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
  • Sachetta sold 30 Houlihan Lokey shares in Q2 2026, an estimated $4.31K.
  • Sachetta first reported a position in Houlihan Lokey in Q2 2024 and held it in 8 quarters.
  • Sachetta's Houlihan Lokey position peaked at $4.31K in Q1 2026.
  • 54 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.