Steward Partners Investment Advisory’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.68M | Buy |
12,531
+9,498
| +313% | +$1.4M | 0.01% | 1007 |
|
|
2026
Q1 | $436K | Buy |
3,033
+676
| +29% | +$111K | ﹤0.01% | 1592 |
|
|
2025
Q4 | $411K | Sell |
2,357
-29
| -1% | -$5.32K | ﹤0.01% | 1535 |
|
|
2025
Q3 | $490K | Sell |
2,386
-121
| -5% | -$23.7K | ﹤0.01% | 1388 |
|
|
2025
Q2 | $451K | Buy |
2,507
+19
| +0.8% | +$3.19K | ﹤0.01% | 1351 |
|
|
2025
Q1 | $402K | Buy |
2,488
+1,077
| +76% | +$185K | ﹤0.01% | 1310 |
|
|
2024
Q4 | $245K | Sell |
1,411
-70
| -5% | -$12.3K | ﹤0.01% | 1501 |
|
|
2024
Q3 | $234K | Buy |
1,481
+1,309
| +761% | +$196K | ﹤0.01% | 1452 |
|
|
2024
Q2 | $23.2K | Sell |
172
-124
| -42% | -$16.2K | ﹤0.01% | 2460 |
|
|
2024
Q1 | $37.9K | Buy |
296
+232
| +363% | +$28.7K | ﹤0.01% | 2238 |
|
|
2023
Q4 | $7.67K | Buy |
64
+14
| +28% | +$1.52K | ﹤0.01% | 2808 |
|
|
2023
Q3 | $5.36K | Sell |
50
-31
| -38% | -$3.2K | ﹤0.01% | 2798 |
|
|
2023
Q2 | $7.96K | Hold |
81
| – | – | ﹤0.01% | 2644 |
|
|
2023
Q1 | $7.09K | Hold |
81
| – | – | ﹤0.01% | 2670 |
|
|
2022
Q4 | $7.06K | Sell |
81
-115
| -59% | -$10.3K | ﹤0.01% | 2649 |
|
|
2022
Q3 | $15K | Buy |
196
+7
| +4% | +$567 | ﹤0.01% | 2347 |
|
|
2022
Q2 | $15K | Sell |
189
-438
| -70% | -$36.6K | ﹤0.01% | 2349 |
|
|
2022
Q1 | $55K | Buy |
627
+109
| +21% | +$11.2K | ﹤0.01% | 1866 |
|
|
2021
Q4 | $54K | Hold |
518
| – | – | ﹤0.01% | 1867 |
|
|
2021
Q3 | $48K | Sell |
518
-110
| -18% | -$9.64K | ﹤0.01% | 1917 |
|
|
2021
Q2 | $51K | Sell |
628
-129
| -17% | -$9.34K | ﹤0.01% | 3348 |
|
|
2021
Q1 | $50.3K | Buy |
757
+592
| +359% | +$39.9K | ﹤0.01% | 1980 |
|
|
2020
Q4 | $11K | Buy |
165
+75
| +83% | +$4.86K | ﹤0.01% | 2273 |
|
|
2020
Q3 | $5K | Buy |
90
+40
| +80% | +$2.29K | ﹤0.01% | 2363 |
|
|
2020
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 2385 |
|
|
2020
Q1 | $2K | Sell |
50
-51
| -50% | -$2.64K | ﹤0.01% | 2283 |
|
|
2019
Q4 | $4K | Hold |
101
| – | – | ﹤0.01% | 2299 |
|
|
2019
Q3 | $4K | Hold |
101
| – | – | ﹤0.01% | 2294 |
|
|
2019
Q2 | $4K | Buy |
+101
| New | +$4.72K | ﹤0.01% | 2271 |
|
|
2018
Q4 | – | Sell |
-50
| Closed | -$2K | – | 1358 |
|
|
2018
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 2372 |
|
|
2018
Q2 | $3K | Buy |
+50
| New | +$2.39K | ﹤0.01% | 2118 |
|
Other funds holding HLI
Steward Partners Investment Advisory's HLI Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its Houlihan Lokey (HLI) stake by 313% in Q2 2026, buying an estimated $1.4M and bringing the position to 12,531 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #1007.
Steward Partners Investment Advisory first reported a position in HLI in Q2 2018 and has held it in 31 quarters since. 515 funds tracked by Wall St. Rank hold HLI as of Q2 2026.
- Steward Partners Investment Advisory held 12,531 shares of Houlihan Lokey worth $1.68M as of Q2 2026.
- Steward Partners Investment Advisory bought 9,498 Houlihan Lokey shares in Q2 2026, an estimated $1.4M.
- Houlihan Lokey made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1007 holding.
- Steward Partners Investment Advisory first reported a position in Houlihan Lokey in Q2 2018 and has held it in 31 quarters since.
- 515 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.