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United Financial Planning Group’s Houlihan Lokey HLI Stock Holding History

United Financial Planning Group’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 		– Sell
-17
Closed -$2.44K – 498
2026
Q1 		$2.44K Buy
+17
New +$2.8K ﹤0.01% 417

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

United Financial Planning Group's HLI Position: Q2 2026 in Review

United Financial Planning Group sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 17 shares — an estimated $2.44K sold.

United Financial Planning Group first reported a position in HLI in Q1 2026 and held it in 1 quarter. The position peaked at $2.44K in Q1 2026. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • United Financial Planning Group reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 17 Houlihan Lokey shares in Q2 2026, an estimated $2.44K.
  • United Financial Planning Group first reported a position in Houlihan Lokey in Q1 2026 and held it in 1 quarter.
  • United Financial Planning Group's Houlihan Lokey position peaked at $2.44K in Q1 2026.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.