Thomas Story & Son’s Houlihan Lokey HLI Stock Holding History

Thomas Story & Son’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	–	Sell	-34,375	Closed	-$5.99M	–	53
2025 Q4	$5.99M	Buy	+34,375	New	+$6.31M	2.23%	20

Other funds holding HLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Thomas Story & Son's HLI Position: Q1 2026 in Review

Thomas Story & Son sold out of Houlihan Lokey (HLI) in Q1 2026, closing a stake of 34,375 shares — an estimated $5.99M sold.

Thomas Story & Son first reported a position in HLI in Q4 2025 and held it in 1 quarter. The position peaked at $5.99M in Q4 2025. 546 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

Thomas Story & Son reported no remaining Houlihan Lokey position as of Q1 2026 after selling out during the quarter.
Thomas Story & Son sold 34,375 Houlihan Lokey shares in Q1 2026, an estimated $5.99M.
Thomas Story & Son first reported a position in Houlihan Lokey in Q4 2025 and held it in 1 quarter.
Thomas Story & Son's Houlihan Lokey position peaked at $5.99M in Q4 2025.
546 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Thomas Story & Son's 13F filing for Q1 2026, filed 6 May 2026.