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Stegent Equity Advisors’s Houlihan Lokey HLI Stock Holding History

Stegent Equity Advisors’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
-4,593
Closed -$660K – 118
2026
Q1 		$660K Sell
4,593
-3,538
-44% -$582K 0.56% 50
2025
Q4 		$1.42M Buy
8,131
+102
+1% +$18.7K 1.1% 31
2025
Q3 		$1.65M Sell
8,029
-6,233
-44% -$1.22M 1.34% 25
2025
Q2 		$2.57M Buy
14,262
+4,988
+54% +$838K 2.27% 12
2025
Q1 		$1.5M Sell
9,274
-490
-5% -$84.2K 1.52% 20
2024
Q4 		$1.7M Buy
+9,764
New +$1.72M 1.72% 20

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

Stegent Equity Advisors's HLI Position: Q2 2026 in Review

Stegent Equity Advisors sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 4,593 shares — an estimated $660K sold.

Stegent Equity Advisors first reported a position in HLI in Q4 2024 and held it in 6 quarters. The position peaked at $2.57M in Q2 2025. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Stegent Equity Advisors reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
  • Stegent Equity Advisors sold 4,593 Houlihan Lokey shares in Q2 2026, an estimated $660K.
  • Stegent Equity Advisors first reported a position in Houlihan Lokey in Q4 2024 and held it in 6 quarters.
  • Stegent Equity Advisors's Houlihan Lokey position peaked at $2.57M in Q2 2025.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Stegent Equity Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.