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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
Q2 		$1.74K Buy
13
+4
+44% +$590 ﹤0.01% 1434
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
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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Houlihan Lokey (HLI) stake by 44% in Q2 2026, buying an estimated $590 and bringing the position to 13 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

SHP Wealth Management first reported a position in HLI in Q4 2025 and has held it in 3 quarters since. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • SHP Wealth Management held 13 shares of Houlihan Lokey worth $1.74K as of Q2 2026.
  • SHP Wealth Management bought 4 Houlihan Lokey shares in Q2 2026, an estimated $590.
  • Houlihan Lokey made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1434 holding.
  • SHP Wealth Management first reported a position in Houlihan Lokey in Q4 2025 and has held it in 3 quarters since.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.