Spire Wealth Management’s Houlihan Lokey HLI Stock Holding History

Spire 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
2025 Q4	–	Sell	-78	Closed	-$16K	–	2388
2025 Q3	$16K	Hold	78	–	–	﹤0.01%	1597
2025 Q2	$14K	Buy	78 +1	+1%	+$168	﹤0.01%	1614
2025 Q1	$12.4K	Sell	77 -12	-13%	-$2.06K	﹤0.01%	1771
2024 Q4	$15.5K	Buy	89 +2	+2%	+$352	﹤0.01%	1704
2024 Q3	$13.7K	Sell	87 -17	-16%	-$2.54K	﹤0.01%	1551
2024 Q2	$14K	Sell	104 -3	-3%	-$393	﹤0.01%	1541
2024 Q1	$13.7K	Buy	107 +9	+9%	+$1.11K	﹤0.01%	1617
2023 Q4	$11.7K	Hold	98	–	–	﹤0.01%	1708
2023 Q3	$10.5K	Hold	98	–	–	﹤0.01%	1717
2023 Q2	$9.63K	Sell	98 -10	-9%	-$905	﹤0.01%	1829
2023 Q1	$9.45K	Hold	108	–	–	﹤0.01%	1866
2022 Q4	$9K	Hold	108	–	–	﹤0.01%	1657
2022 Q3	$8K	Hold	108	–	–	﹤0.01%	1623
2022 Q2	$9K	Sell	108 -20	-16%	-$1.67K	﹤0.01%	1952
2022 Q1	$11K	Buy	128 +30	+31%	+$3.09K	﹤0.01%	1994
2021 Q4	$10K	Hold	98	–	–	﹤0.01%	2381
2021 Q3	$9K	Hold	98	–	–	﹤0.01%	2122
2021 Q2	$8K	Hold	98	–	–	﹤0.01%	2195
2021 Q1	$7K	Buy	+98	New	+$6.61K	﹤0.01%	2522

Other funds holding HLI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Spire Wealth Management's HLI Position: Q4 2025 in Review

Spire Wealth Management sold out of Houlihan Lokey (HLI) in Q4 2025, closing a stake of 78 shares — an estimated $16K sold.

Spire Wealth Management first reported a position in HLI in Q1 2021 and held it in 19 quarters. The position peaked at $16K in Q3 2025. 577 funds tracked by Wall St. Rank hold HLI as of Q4 2025.

Spire Wealth Management reported no remaining Houlihan Lokey position as of Q4 2025 after selling out during the quarter.
Spire Wealth Management sold 78 Houlihan Lokey shares in Q4 2025, an estimated $16K.
Spire Wealth Management first reported a position in Houlihan Lokey in Q1 2021 and held it in 19 quarters.
Spire Wealth Management's Houlihan Lokey position peaked at $16K in Q3 2025.
577 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.