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Steigerwald Gordon & Koch’s Houlihan Lokey HLI Stock Holding History

Steigerwald Gordon & Koch’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
Q1 		$3.73K Hold
26
– – ﹤0.01% 638
2025
Q4 		$4.53K Hold
26
– – ﹤0.01% 696
2025
Q3 		$5.34K Buy
+26
New +$5.1K ﹤0.01% 616

Other funds holding HLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steigerwald Gordon & Koch's HLI Position: Q1 2026 in Review

Steigerwald Gordon & Koch held its Houlihan Lokey (HLI) position steady in Q1 2026 at 26 shares worth $3.73K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Steigerwald Gordon & Koch first reported a position in HLI in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.34K in Q3 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Steigerwald Gordon & Koch held 26 shares of Houlihan Lokey worth $3.73K as of Q1 2026.
  • Steigerwald Gordon & Koch left its Houlihan Lokey share count unchanged in Q1 2026.
  • Houlihan Lokey made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q1 2026, its #638 holding.
  • Steigerwald Gordon & Koch first reported a position in Houlihan Lokey in Q3 2025 and has held it in 3 quarters since.
  • Steigerwald Gordon & Koch's Houlihan Lokey position peaked at $5.34K in Q3 2025.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q1 2026, filed 28 Apr 2026.