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 Q2	$3.35K	Buy	25 +3	+14%	+$443	﹤0.01%	1276
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 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

TD Private Client Wealth's HLI Position: Q2 2026 in Review

TD Private Client Wealth increased its Houlihan Lokey (HLI) stake by 14% in Q2 2026, buying an estimated $443 and bringing the position to 25 shares worth $3.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

TD Private Client Wealth first reported a position in HLI in Q4 2019 and has held it in 27 quarters since. The position peaked at $179K in Q4 2023. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

TD Private Client Wealth held 25 shares of Houlihan Lokey worth $3.35K as of Q2 2026.
TD Private Client Wealth bought 3 Houlihan Lokey shares in Q2 2026, an estimated $443.
Houlihan Lokey made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1276 holding.
TD Private Client Wealth first reported a position in Houlihan Lokey in Q4 2019 and has held it in 27 quarters since.
TD Private Client Wealth's Houlihan Lokey position peaked at $179K in Q4 2023.
518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.