Sendero Wealth Management’s Houlihan Lokey HLI Stock Holding History

Sendero 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
2026 Q2	$909K	Buy	6,779 +1,567	+30%	+$231K	0.09%	131
2026 Q1	$749K	Buy	5,212 +900	+21%	+$148K	0.08%	133
2025 Q4	$751K	Hold	4,312	–	–	0.08%	128
2025 Q3	$885K	Hold	4,312	–	–	0.1%	111
2025 Q2	$776K	Hold	4,312	–	–	0.1%	119
2025 Q1	$696K	Sell	4,312 -1,510	-26%	-$259K	0.1%	122
2024 Q4	$1.01M	Hold	5,822	–	–	0.15%	84
2024 Q3	$920K	Hold	5,822	–	–	0.15%	85
2024 Q2	$785K	Hold	5,822	–	–	0.13%	90
2024 Q1	$746K	Hold	5,822	–	–	0.13%	96
2023 Q4	$698K	Buy	5,822 +525	+10%	+$56.9K	0.13%	103
2023 Q3	$567K	Buy	5,297 +705	+15%	+$72.7K	0.12%	104
2023 Q2	$451K	Buy	4,592 +733	+19%	+$66.3K	0.1%	115
2023 Q1	$338K	Buy	3,859 +650	+20%	+$61.2K	0.1%	86
2022 Q4	$280K	Buy	+3,209	New	+$288K	0.1%	87

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

Sendero Wealth Management's HLI Position: Q2 2026 in Review

Sendero Wealth Management increased its Houlihan Lokey (HLI) stake by 30% in Q2 2026, buying an estimated $231K and bringing the position to 6,779 shares worth $909K. The position accounts for 0.09% of the portfolio, ranked #131.

Sendero Wealth Management first reported a position in HLI in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.01M in Q4 2024. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Sendero Wealth Management held 6,779 shares of Houlihan Lokey worth $909K as of Q2 2026.
Sendero Wealth Management bought 1,567 Houlihan Lokey shares in Q2 2026, an estimated $231K.
Houlihan Lokey made up 0.09% of Sendero Wealth Management's portfolio in Q2 2026, its #131 holding.
Sendero Wealth Management first reported a position in Houlihan Lokey in Q4 2022 and has held it in 15 quarters since.
Sendero Wealth Management's Houlihan Lokey position peaked at $1.01M in Q4 2024.
518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.