TD Asset Management
HLI icon

TD Asset Management’s Houlihan Lokey HLI Stock Holding History

TD Asset Management’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
-5,900
Closed -$847K – 1259
2026
Q1 		$847K Hold
5,900
– – ﹤0.01% 1112
2025
Q4 		$1.03M Hold
5,900
– – ﹤0.01% 1095
2025
Q3 		$1.21M Hold
5,900
– – ﹤0.01% 1055
2025
Q2 		$1.06M Hold
5,900
– – ﹤0.01% 1049
2025
Q1 		$953K Hold
5,900
– – ﹤0.01% 1072
2024
Q4 		$1.02M Buy
5,900
+100
+2% +$17.6K ﹤0.01% 1107
2024
Q3 		$914K Sell
5,800
-1,200
-17% -$179K ﹤0.01% 1207
2024
Q2 		$944K Buy
7,000
+4,700
+204% +$615K ﹤0.01% 1173
2024
Q1 		$295K Buy
+2,300
New +$285K ﹤0.01% 1342

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

TD Asset Management's HLI Position: Q2 2026 in Review

TD Asset Management sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 5,900 shares — an estimated $847K sold.

TD Asset Management first reported a position in HLI in Q1 2024 and held it in 9 quarters. The position peaked at $1.21M in Q3 2025. 397 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • TD Asset Management reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
  • TD Asset Management sold 5,900 Houlihan Lokey shares in Q2 2026, an estimated $847K.
  • TD Asset Management first reported a position in Houlihan Lokey in Q1 2024 and held it in 9 quarters.
  • TD Asset Management's Houlihan Lokey position peaked at $1.21M in Q3 2025.
  • 397 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on TD Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.