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TD Private Client Wealth’s Houlihan Lokey HLI Stock Holding History

TD Private Client Wealth’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
Q1 		$3.16K Sell
22
-17
-44% -$2.8K ﹤0.01% 1233
2025
Q4 		$6.79K Buy
39
+5
+15% +$918 ﹤0.01% 1124
2025
Q3 		$6.98K Hold
34
– – ﹤0.01% 1100
2025
Q2 		$6.12K Sell
34
-21
-38% -$3.53K ﹤0.01% 1097
2025
Q1 		$8.88K Buy
55
+12
+28% +$2.06K ﹤0.01% 1026
2024
Q4 		$7.47K Sell
43
-262
-86% -$46.1K ﹤0.01% 1076
2024
Q3 		$48.2K Buy
305
+43
+16% +$6.42K ﹤0.01% 833
2024
Q2 		$35.3K Sell
262
-82
-24% -$10.7K ﹤0.01% 868
2024
Q1 		$44.1K Sell
344
-1,146
-77% -$142K ﹤0.01% 837
2023
Q4 		$179K Hold
1,490
– – 0.01% 592
2023
Q3 		$160K Hold
1,490
– – 0.01% 584
2023
Q2 		$146K Hold
1,490
– – 0.01% 603
2023
Q1 		$130K Buy
1,490
+1,146
+333% +$108K 0.01% 612
2022
Q4 		$30K Hold
344
– – ﹤0.01% 848
2022
Q3 		$25.9K Hold
344
– – ﹤0.01% 860
2022
Q2 		$27.2K Hold
344
– – ﹤0.01% 856
2022
Q1 		$30.2K Hold
344
– – ﹤0.01% 870
2021
Q4 		$35.6K Hold
344
– – ﹤0.01% 789
2021
Q3 		$31.7K Hold
344
– – ﹤0.01% 801
2021
Q2 		$28.1K Sell
344
-3
-0.9% -$217 ﹤0.01% 815
2021
Q1 		$23.1K Hold
347
– – ﹤0.01% 812
2020
Q4 		$23.3K Hold
347
– – ﹤0.01% 759
2020
Q3 		$20.5K Hold
347
– – ﹤0.01% 728
2020
Q2 		$19.3K Buy
347
+85
+32% +$4.95K ﹤0.01% 732
2020
Q1 		$13.7K Hold
262
– – ﹤0.01% 729
2019
Q4 		$12.8K Buy
+262
New +$12.4K ﹤0.01% 737

Other funds holding HLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Private Client Wealth's HLI Position: Q1 2026 in Review

TD Private Client Wealth reduced its Houlihan Lokey (HLI) stake by 44% in Q1 2026, selling an estimated $2.8K and leaving 22 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

TD Private Client Wealth first reported a position in HLI in Q4 2019 and has held it in 26 quarters since. The position peaked at $179K in Q4 2023. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • TD Private Client Wealth held 22 shares of Houlihan Lokey worth $3.16K as of Q1 2026.
  • TD Private Client Wealth sold 17 Houlihan Lokey shares in Q1 2026, an estimated $2.8K.
  • Houlihan Lokey made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1233 holding.
  • TD Private Client Wealth first reported a position in Houlihan Lokey in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's Houlihan Lokey position peaked at $179K in Q4 2023.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.