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Thurston Springer Miller Herd & Titak’s Houlihan Lokey HLI Stock Holding History

Thurston Springer Miller Herd & Titak’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 		$44.8K Hold
334
– – 0.02% 496
2026
Q1 		$48K Hold
334
– – 0.02% 550
2025
Q4 		$58.2K Buy
+334
New +$61.3K 0.02% 454
2025
Q3 		– Sell
-334
Closed -$60.1K – 905
2025
Q2 		$60.1K Hold
334
– – 0.01% 625
2025
Q1 		$53.9K Buy
+334
New +$57.4K 0.01% 612

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

Thurston Springer Miller Herd & Titak's HLI Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak held its Houlihan Lokey (HLI) position steady in Q2 2026 at 334 shares worth $44.8K. The position accounts for 0.02% of the portfolio, ranked #496.

Thurston Springer Miller Herd & Titak first reported a position in HLI in Q1 2025 and has held it in 5 quarters since. The position peaked at $60.1K in Q2 2025. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Thurston Springer Miller Herd & Titak held 334 shares of Houlihan Lokey worth $44.8K as of Q2 2026.
  • Thurston Springer Miller Herd & Titak left its Houlihan Lokey share count unchanged in Q2 2026.
  • Houlihan Lokey made up 0.02% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #496 holding.
  • Thurston Springer Miller Herd & Titak first reported a position in Houlihan Lokey in Q1 2025 and has held it in 5 quarters since.
  • Thurston Springer Miller Herd & Titak's Houlihan Lokey position peaked at $60.1K in Q2 2025.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.