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Smartleaf Asset Management’s Houlihan Lokey HLI Stock Holding History

Smartleaf Asset 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 		$145K Hold
1,089
– – ﹤0.01% 979
2026
Q1 		$154K Sell
1,089
-30
-3% -$4.93K 0.01% 902
2025
Q4 		$197K Sell
1,119
-56
-5% -$10.3K 0.01% 804
2025
Q3 		$242K Buy
1,175
+103
+10% +$20.2K 0.02% 661
2025
Q2 		$196K Sell
1,072
-25
-2% -$4.2K 0.02% 587
2025
Q1 		$173K Buy
1,097
+14
+1% +$2.4K 0.02% 616
2024
Q4 		$188K Buy
1,083
+5
+0.5% +$880 0.02% 567
2024
Q3 		$170K Buy
1,078
+83
+8% +$12.4K 0.02% 546
2024
Q2 		$133K Sell
995
-227
-19% -$29.7K 0.02% 489
2024
Q1 		$156K Buy
1,222
+1
+0.1% +$124 0.03% 417
2023
Q4 		$148K Buy
+1,221
New +$132K 0.04% 365

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

Smartleaf Asset Management's HLI Position: Q2 2026 in Review

Smartleaf Asset Management held its Houlihan Lokey (HLI) position steady in Q2 2026 at 1,089 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

Smartleaf Asset Management first reported a position in HLI in Q4 2023 and has held it in 11 quarters since. The position peaked at $242K in Q3 2025. 515 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Smartleaf Asset Management held 1,089 shares of Houlihan Lokey worth $145K as of Q2 2026.
  • Smartleaf Asset Management left its Houlihan Lokey share count unchanged in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #979 holding.
  • Smartleaf Asset Management first reported a position in Houlihan Lokey in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Houlihan Lokey position peaked at $242K in Q3 2025.
  • 515 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.