Strategic Wealth Investment Group’s Houlihan Lokey HLI Stock Holding History

Strategic Wealth Investment Group’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	-4,903	Closed	-$704K	–	106
2026 Q1	$704K	Sell	4,903 -83	-2%	-$13.7K	0.09%	66
2025 Q4	$869K	Sell	4,986 -1,974	-28%	-$362K	0.11%	64
2025 Q3	$1.43M	Buy	6,960 +6,744	+3,122%	+$1.32M	0.12%	63
2025 Q2	$38.9K	Buy	+216	New	+$36.3K	0.06%	65
2025 Q1	–	Sell	-7,779	Closed	-$1.35M	–	79
2024 Q4	$1.35M	Sell	7,779 -324	-4%	-$57.1K	0.15%	64
2024 Q3	$1.29M	Buy	8,103 +62	+0.8%	+$9.26K	0.14%	67
2024 Q2	$1.09M	Buy	+8,041	New	+$1.05M	0.14%	69

Other funds holding HLI

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Strategic Wealth Investment Group's HLI Position: Q2 2026 in Review

Strategic Wealth Investment Group sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 4,903 shares — an estimated $704K sold.

Strategic Wealth Investment Group first reported a position in HLI in Q2 2024 and held it in 7 quarters. The position peaked at $1.43M in Q3 2025. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Strategic Wealth Investment Group reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
Strategic Wealth Investment Group sold 4,903 Houlihan Lokey shares in Q2 2026, an estimated $704K.
Strategic Wealth Investment Group first reported a position in Houlihan Lokey in Q2 2024 and held it in 7 quarters.
Strategic Wealth Investment Group's Houlihan Lokey position peaked at $1.43M in Q3 2025.
514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.