True Wealth Design’s Houlihan Lokey HLI Stock Holding History

True Wealth Design’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	$7.24K	Buy	+54	New	+$7.97K	﹤0.01%	1180
2026 Q1	–	Sell	-10	Closed	-$1.74K	–	2766
2025 Q4	$1.74K	Sell	10 -4	-29%	-$734	﹤0.01%	1502
2025 Q3	$2.88K	Buy	14 +3	+27%	+$588	﹤0.01%	1330
2025 Q2	$1.98K	Hold	11	–	–	﹤0.01%	1191
2025 Q1	$1.78K	Buy	+11	New	+$1.89K	﹤0.01%	1053
2023 Q1	–	Sell	-8,562	Closed	-$746K	–	878
2022 Q4	$746K	Buy	+8,562	New	+$770K	0.35%	77

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

True Wealth Design's HLI Position: Q2 2026 in Review

True Wealth Design opened a new position in Houlihan Lokey (HLI) in Q2 2026: 54 shares worth $7.24K. The stake represents ﹤0.01% of the portfolio and ranks #1180 among its holdings. This is a return to the name: True Wealth Design previously reported a position in HLI as recently as Q4 2025.

True Wealth Design first reported a position in HLI in Q4 2022 and has held it in 6 quarters since. The position peaked at $746K in Q4 2022. 517 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

True Wealth Design held 54 shares of Houlihan Lokey worth $7.24K as of Q2 2026.
Houlihan Lokey was a new True Wealth Design position in Q2 2026.
Houlihan Lokey made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1180 holding.
True Wealth Design first reported a position in Houlihan Lokey in Q4 2022 and has held it in 6 quarters since.
True Wealth Design's Houlihan Lokey position peaked at $746K in Q4 2022.
517 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.