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Shelton Capital Management’s Houlihan Lokey HLI Stock Holding History

Shelton Capital 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 		$243K Hold
1,813
– – ﹤0.01% 621
2026
Q1 		$260K Hold
1,813
– – 0.01% 566
2025
Q4 		$316K Sell
1,813
-111
-6% -$20.4K 0.01% 481
2025
Q3 		$395K Hold
1,924
– – 0.01% 424
2025
Q2 		$346K Hold
1,924
– – 0.01% 438
2025
Q1 		$311K Sell
1,924
-131
-6% -$22.5K 0.01% 462
2024
Q4 		$357K Hold
2,055
– – 0.01% 435
2024
Q3 		$325K Sell
2,055
-68
-3% -$10.2K 0.01% 465
2024
Q2 		$286K Sell
2,123
-103
-5% -$13.5K 0.01% 505
2024
Q1 		$285K Hold
2,226
– – 0.01% 558
2023
Q4 		$267K Buy
+2,226
New +$241K 0.01% 558

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

Shelton Capital Management's HLI Position: Q2 2026 in Review

Shelton Capital Management held its Houlihan Lokey (HLI) position steady in Q2 2026 at 1,813 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Shelton Capital Management first reported a position in HLI in Q4 2023 and has held it in 11 quarters since. The position peaked at $395K in Q3 2025. 515 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Shelton Capital Management held 1,813 shares of Houlihan Lokey worth $243K as of Q2 2026.
  • Shelton Capital Management left its Houlihan Lokey share count unchanged in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of Shelton Capital Management's portfolio in Q2 2026, its #621 holding.
  • Shelton Capital Management first reported a position in Houlihan Lokey in Q4 2023 and has held it in 11 quarters since.
  • Shelton Capital Management's Houlihan Lokey position peaked at $395K in Q3 2025.
  • 515 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.