Tucker Asset Management’s Houlihan Lokey HLI Stock Holding History

Tucker Asset Management’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	-16	Closed	-$2.79K	–	670
2025 Q4	$2.79K	Buy	+16	New	+$2.94K	﹤0.01%	792
2025 Q1	–	Sell	-18	Closed	-$3.13K	–	590
2024 Q4	$3.13K	Hold	18	–	–	﹤0.01%	1108
2024 Q3	$2.84K	Sell	18 -3	-14%	-$448	﹤0.01%	1087
2024 Q2	$2.83K	Buy	21 +18	+600%	+$2.36K	﹤0.01%	1227
2024 Q1	$385	Hold	3	–	–	﹤0.01%	1516
2023 Q4	$360	Sell	3 -13	-81%	-$1.41K	﹤0.01%	1335
2023 Q3	$1.71K	Hold	16	–	–	﹤0.01%	1072
2023 Q2	$1.57K	Hold	16	–	–	﹤0.01%	904
2023 Q1	$1.4K	Sell	16 -3	-16%	-$282	﹤0.01%	942
2022 Q4	$1.69K	Hold	19	–	–	﹤0.01%	583
2022 Q3	$1.7K	Buy	+19	New	+$1.54K	﹤0.01%	586

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

Tucker Asset Management's HLI Position: Q1 2026 in Review

Tucker Asset Management sold out of Houlihan Lokey (HLI) in Q1 2026, closing a stake of 16 shares — an estimated $2.79K sold.

Tucker Asset Management first reported a position in HLI in Q3 2022 and held it in 11 quarters. The position peaked at $3.13K in Q4 2024. 547 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

Tucker Asset Management reported no remaining Houlihan Lokey position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 16 Houlihan Lokey shares in Q1 2026, an estimated $2.79K.
Tucker Asset Management first reported a position in Houlihan Lokey in Q3 2022 and held it in 11 quarters.
Tucker Asset Management's Houlihan Lokey position peaked at $3.13K in Q4 2024.
547 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.