Sound Income Strategies’s Houlihan Lokey HLI Stock Holding History

Sound Income Strategies’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	–	Sell	-26	Closed	-$3.67K	–	1296
2026 Q1	$3.67K	Hold	26	–	–	﹤0.01%	1952
2025 Q4	$4.94K	Buy	+26	New	+$4.77K	﹤0.01%	1809
2021 Q1	–	Sell	-5	Closed	–	–	1001
2020 Q4	$0	Hold	5	–	–	﹤0.01%	891
2020 Q3	$0	Hold	5	–	–	﹤0.01%	867
2020 Q2	$0	Hold	5	–	–	﹤0.01%	812
2020 Q1	$0	Hold	5	–	–	﹤0.01%	800
2019 Q4	$0	Hold	5	–	–	﹤0.01%	728
2019 Q3	$0	Hold	5	–	–	﹤0.01%	697
2019 Q2	$0	Hold	5	–	–	﹤0.01%	700
2019 Q1	$0	Hold	5	–	–	﹤0.01%	715
2018 Q4	$0	Hold	5	–	–	﹤0.01%	714
2018 Q3	$0	Hold	5	–	–	﹤0.01%	756
2018 Q2	$0	Hold	5	–	–	﹤0.01%	679
2018 Q1	$0	Hold	5	–	–	﹤0.01%	616
2017 Q4	$0	Buy	+5	New	+$214	﹤0.01%	530

Other funds holding HLI

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BWP

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Sound Income Strategies's HLI Position: Q2 2026 in Review

Sound Income Strategies sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 26 shares — an estimated $3.67K sold.

Sound Income Strategies first reported a position in HLI in Q4 2017 and held it in 15 quarters. The position peaked at $4.94K in Q4 2025. 165 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Sound Income Strategies reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 26 Houlihan Lokey shares in Q2 2026, an estimated $3.67K.
Sound Income Strategies first reported a position in Houlihan Lokey in Q4 2017 and held it in 15 quarters.
Sound Income Strategies's Houlihan Lokey position peaked at $4.94K in Q4 2025.
165 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.