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Sun Group Wealth Partners’s Houlihan Lokey HLI Stock Holding History

Sun Group Wealth Partners’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 		$251K Hold
1,869
– – 0.17% 72
2026
Q1 		$268K Buy
+1,869
New +$307K 0.21% 62

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

Sun Group Wealth Partners's HLI Position: Q2 2026 in Review

Sun Group Wealth Partners held its Houlihan Lokey (HLI) position steady in Q2 2026 at 1,869 shares worth $251K. The position accounts for 0.17% of the portfolio, ranked #72.

Sun Group Wealth Partners first reported a position in HLI in Q1 2026 and has held it in 2 quarters since. The position peaked at $268K in Q1 2026. 515 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Sun Group Wealth Partners held 1,869 shares of Houlihan Lokey worth $251K as of Q2 2026.
  • Sun Group Wealth Partners left its Houlihan Lokey share count unchanged in Q2 2026.
  • Houlihan Lokey made up 0.17% of Sun Group Wealth Partners's portfolio in Q2 2026, its #72 holding.
  • Sun Group Wealth Partners first reported a position in Houlihan Lokey in Q1 2026 and has held it in 2 quarters since.
  • Sun Group Wealth Partners's Houlihan Lokey position peaked at $268K in Q1 2026.
  • 515 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Sun Group Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.