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TD Capital Management’s Houlihan Lokey HLI Stock Holding History

TD Capital 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 		$4.82K Sell
36
-20
-36% -$2.95K ﹤0.01% 541
2026
Q1 		$8.02K Buy
56
+20
+56% +$3.29K ﹤0.01% 499
2025
Q4 		$6.2K Buy
36
+1
+3% +$184 ﹤0.01% 504
2025
Q3 		$7.28K Hold
35
– – ﹤0.01% 459
2025
Q2 		$6.36K Hold
35
– – ﹤0.01% 472
2025
Q1 		$5.69K Hold
35
– – ﹤0.01% 369
2024
Q4 		$6.1K Buy
+35
New +$6.16K ﹤0.01% 332

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

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

TD Capital Management reduced its Houlihan Lokey (HLI) stake by 36% in Q2 2026, selling an estimated $2.95K and leaving 36 shares worth $4.82K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

TD Capital Management first reported a position in HLI in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.02K in Q1 2026. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • TD Capital Management held 36 shares of Houlihan Lokey worth $4.82K as of Q2 2026.
  • TD Capital Management sold 20 Houlihan Lokey shares in Q2 2026, an estimated $2.95K.
  • Houlihan Lokey made up ﹤0.01% of TD Capital Management's portfolio in Q2 2026, its #541 holding.
  • TD Capital Management first reported a position in Houlihan Lokey in Q4 2024 and has held it in 7 quarters since.
  • TD Capital Management's Houlihan Lokey position peaked at $8.02K in Q1 2026.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.