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Sagespring Wealth Partners’s Houlihan Lokey HLI Stock Holding History

Sagespring Wealth Partners’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
Q1 		– Sell
-1,200
Closed -$209K – 818
2025
Q4 		$209K Sell
1,200
-81
-6% -$14.9K ﹤0.01% 754
2025
Q3 		$263K Buy
+1,281
New +$251K 0.01% 646

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Kayne Anderson Rudnick Investment Management
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VCM
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EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sagespring Wealth Partners's HLI Position: Q1 2026 in Review

Sagespring Wealth Partners sold out of Houlihan Lokey (HLI) in Q1 2026, closing a stake of 1,200 shares — an estimated $209K sold.

Sagespring Wealth Partners first reported a position in HLI in Q3 2025 and held it in 2 quarters. The position peaked at $263K in Q3 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Sagespring Wealth Partners reported no remaining Houlihan Lokey position as of Q1 2026 after selling out during the quarter.
  • Sagespring Wealth Partners sold 1,200 Houlihan Lokey shares in Q1 2026, an estimated $209K.
  • Sagespring Wealth Partners first reported a position in Houlihan Lokey in Q3 2025 and held it in 2 quarters.
  • Sagespring Wealth Partners's Houlihan Lokey position peaked at $263K in Q3 2025.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.