Sanctuary Advisors’s Houlihan Lokey HLI Stock Holding History

Sanctuary 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
2026 Q2	$2.31M	Sell	17,214 -1,158	-6%	-$171K	0.01%	981
2026 Q1	$2.64M	Sell	18,372 -170	-0.9%	-$28K	0.01%	809
2025 Q4	$3.23M	Sell	18,542 -202	-1%	-$37.1K	0.02%	693
2025 Q3	$3.85M	Buy	18,744 +689	+4%	+$135K	0.02%	613
2025 Q2	$3.25M	Sell	18,055 -5	-0%	-$840	0.02%	650
2025 Q1	$2.92M	Sell	18,060 -1,502	-8%	-$258K	0.02%	634
2024 Q4	$3.52M	Sell	19,562 -445	-2%	-$78.4K	0.02%	636
2024 Q3	$3.78M	Buy	20,007 +4,658	+30%	+$696K	0.02%	609
2024 Q2	$1.94M	Buy	+15,349	New	+$2.01M	0.01%	823

Other funds holding HLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Sanctuary Advisors's HLI Position: Q2 2026 in Review

Sanctuary Advisors reduced its Houlihan Lokey (HLI) stake by 6.3% in Q2 2026, selling an estimated $171K and leaving 17,214 shares worth $2.31M. The position accounts for 0.01% of the portfolio, ranked #981.

Sanctuary Advisors first reported a position in HLI in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.85M in Q3 2025. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Sanctuary Advisors held 17,214 shares of Houlihan Lokey worth $2.31M as of Q2 2026.
Sanctuary Advisors sold 1,158 Houlihan Lokey shares in Q2 2026, an estimated $171K.
Houlihan Lokey made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #981 holding.
Sanctuary Advisors first reported a position in Houlihan Lokey in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's Houlihan Lokey position peaked at $3.85M in Q3 2025.
514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.