Scissortail Wealth Management’s Houlihan Lokey HLI Stock Holding History

Scissortail 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 Q4	–	Sell	-1,406	Closed	-$289K	–	111
2025 Q3	$289K	Hold	1,406	–	–	0.06%	96
2025 Q2	$253K	Hold	1,406	–	–	0.06%	100
2025 Q1	$227K	Hold	1,406	–	–	0.06%	99
2024 Q4	$244K	Buy	1,406 +1,398	+17,475%	+$246K	0.06%	110
2024 Q3	$222K	Buy	+8	New	+$1.2K	0.05%	116
2022 Q3	–	Sell	-1,502	Closed	-$155K	–	109
2022 Q2	$155K	Buy	+1,502	New	+$126K	0.06%	103
2022 Q1	–	Sell	-1,502	Closed	-$155K	–	110
2021 Q4	$155K	Buy	+1,502	New	+$160K	0.06%	103

Other funds holding HLI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Scissortail Wealth Management's HLI Position: Q4 2025 in Review

Scissortail Wealth Management sold out of Houlihan Lokey (HLI) in Q4 2025, closing a stake of 1,406 shares — an estimated $289K sold.

Scissortail Wealth Management first reported a position in HLI in Q4 2021 and held it in 7 quarters. The position peaked at $289K in Q3 2025. 576 funds tracked by Wall St. Rank hold HLI as of Q4 2025.

Scissortail Wealth Management reported no remaining Houlihan Lokey position as of Q4 2025 after selling out during the quarter.
Scissortail Wealth Management sold 1,406 Houlihan Lokey shares in Q4 2025, an estimated $289K.
Scissortail Wealth Management first reported a position in Houlihan Lokey in Q4 2021 and held it in 7 quarters.
Scissortail Wealth Management's Houlihan Lokey position peaked at $289K in Q3 2025.
576 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2025.

Based on Scissortail Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.