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Serenus Wealth Advisors’s Houlihan Lokey HLI Stock Holding History

Serenus Wealth 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 		$216K Hold
1,610
– – 0.04% 70
2026
Q1 		$231K Hold
1,610
– – 0.05% 60
2025
Q4 		$280K Hold
1,610
– – 0.05% 56
2025
Q3 		$331K Hold
1,610
– – 0.06% 50
2025
Q2 		$290K Hold
1,610
– – 0.05% 51
2025
Q1 		$260K Hold
1,610
– – 0.04% 49
2024
Q4 		$280K Buy
+1,610
New +$284K 0.05% 43

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Serenus Wealth Advisors's HLI Position: Q2 2026 in Review

Serenus Wealth Advisors held its Houlihan Lokey (HLI) position steady in Q2 2026 at 1,610 shares worth $216K. The position accounts for 0.04% of the portfolio, ranked #70.

Serenus Wealth Advisors first reported a position in HLI in Q4 2024 and has held it in 7 quarters since. The position peaked at $331K in Q3 2025. 517 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Serenus Wealth Advisors held 1,610 shares of Houlihan Lokey worth $216K as of Q2 2026.
  • Serenus Wealth Advisors left its Houlihan Lokey share count unchanged in Q2 2026.
  • Houlihan Lokey made up 0.04% of Serenus Wealth Advisors's portfolio in Q2 2026, its #70 holding.
  • Serenus Wealth Advisors first reported a position in Houlihan Lokey in Q4 2024 and has held it in 7 quarters since.
  • Serenus Wealth Advisors's Houlihan Lokey position peaked at $331K in Q3 2025.
  • 517 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Serenus Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.