United Services Automobile Association’s Houlihan Lokey HLI Stock Holding History

United Services Automobile Association’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
2025 Q2	–	Sell	-3,438	Closed	-$544K	–	470
2025 Q1	$544K	Buy	+3,438	New	+$590K	0.02%	492
2019 Q3	–	Sell	-5,248	Closed	-$234K	–	999
2019 Q2	$234K	Hold	5,248	–	–	﹤0.01%	1983
2019 Q1	$241K	Buy	+5,248	New	+$232K	﹤0.01%	1992
2018 Q4	–	Sell	-5,248	Closed	-$236K	–	2272
2018 Q3	$236K	Hold	5,248	–	–	﹤0.01%	2054
2018 Q2	$269K	Hold	5,248	–	–	﹤0.01%	1989
2018 Q1	$234K	Buy	+5,248	New	+$248K	﹤0.01%	2022

Other funds holding HLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

United Services Automobile Association's HLI Position: Q2 2025 in Review

United Services Automobile Association sold out of Houlihan Lokey (HLI) in Q2 2025, closing a stake of 3,438 shares — an estimated $544K sold.

United Services Automobile Association first reported a position in HLI in Q1 2018 and held it in 6 quarters. The position peaked at $544K in Q1 2025. 549 funds tracked by Wall St. Rank hold HLI as of Q2 2025.

United Services Automobile Association reported no remaining Houlihan Lokey position as of Q2 2025 after selling out during the quarter.
United Services Automobile Association sold 3,438 Houlihan Lokey shares in Q2 2025, an estimated $544K.
United Services Automobile Association first reported a position in Houlihan Lokey in Q1 2018 and held it in 6 quarters.
United Services Automobile Association's Houlihan Lokey position peaked at $544K in Q1 2025.
549 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.