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SHP Wealth Management’s Houlihan Lokey HLI Stock Holding History

SHP 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
Q1 		$1.29K Buy
9
+2
+29% +$329 ﹤0.01% 1396
2025
Q4 		$1.22K Buy
+7
New +$1.28K ﹤0.01% 1224

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $570B AUM 27.57% 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 $1.66T 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

SHP Wealth Management's HLI Position: Q1 2026 in Review

SHP Wealth Management increased its Houlihan Lokey (HLI) stake by 29% in Q1 2026, buying an estimated $329 and bringing the position to 9 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

SHP Wealth Management first reported a position in HLI in Q4 2025 and has held it in 2 quarters since. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • SHP Wealth Management held 9 shares of Houlihan Lokey worth $1.29K as of Q1 2026.
  • SHP Wealth Management bought 2 Houlihan Lokey shares in Q1 2026, an estimated $329.
  • Houlihan Lokey made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1396 holding.
  • SHP Wealth Management first reported a position in Houlihan Lokey in Q4 2025 and has held it in 2 quarters since.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.