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United Capital Financial Advisors’s Houlihan Lokey HLI Stock Holding History

United Capital Financial Advisors’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
-5,002
Closed -$871K – 1653
2025
Q4 		$871K Buy
5,002
+889
+22% +$163K 0.01% 787
2025
Q3 		$844K Buy
+4,113
New +$806K 0.01% 693

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

United Capital Financial Advisors's HLI Position: Q1 2026 in Review

United Capital Financial Advisors sold out of Houlihan Lokey (HLI) in Q1 2026, closing a stake of 5,002 shares — an estimated $871K sold.

United Capital Financial Advisors first reported a position in HLI in Q3 2025 and held it in 2 quarters. The position peaked at $871K in Q4 2025. 546 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • United Capital Financial Advisors reported no remaining Houlihan Lokey position as of Q1 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,002 Houlihan Lokey shares in Q1 2026, an estimated $871K.
  • United Capital Financial Advisors first reported a position in Houlihan Lokey in Q3 2025 and held it in 2 quarters.
  • United Capital Financial Advisors's Houlihan Lokey position peaked at $871K in Q4 2025.
  • 546 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.