SWA
HLI icon

SFMG Wealth Advisors’s Houlihan Lokey HLI Stock Holding History

SFMG 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
Q1 		$246K Hold
1,716
– – 0.02% 271
2025
Q4 		$299K Hold
1,716
– – 0.02% 239
2025
Q3 		$352K Hold
1,716
– – 0.02% 215
2025
Q2 		$309K Buy
1,716
+5
+0.3% +$840 0.02% 207
2025
Q1 		$276K Sell
1,711
-1
-0.1% -$172 0.02% 212
2024
Q4 		$297K Buy
1,712
+3
+0.2% +$528 0.02% 201
2024
Q3 		$270K Buy
1,709
+1
+0.1% +$149 0.02% 210
2024
Q2 		$230K Buy
1,708
+4
+0.2% +$524 0.02% 221
2024
Q1 		$218K Buy
1,704
+9
+0.5% +$1.11K 0.02% 236
2023
Q4 		$203K Buy
+1,695
New +$184K 0.02% 241

Other funds holding HLI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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 $528B 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