Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Houlihan Lokey HLI Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$1.14M Sell
8,487
-3,913
-32% -$577K ﹤0.01% 1512
2026
Q1 		$1.78M Buy
12,400
+907
+8% +$149K ﹤0.01% 1287
2025
Q4 		$2M Buy
11,493
+3,288
+40% +$604K ﹤0.01% 1259
2025
Q3 		$1.68M Buy
8,205
+1,753
+27% +$344K ﹤0.01% 1364
2025
Q2 		$1.16M Sell
6,452
-782
-11% -$131K ﹤0.01% 1442
2025
Q1 		$1.17M Buy
+7,234
New +$1.24M ﹤0.01% 1407

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's HLI Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Houlihan Lokey (HLI) stake by 32% in Q2 2026, selling an estimated $577K and leaving 8,487 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in HLI in Q1 2025 and has held it in 6 quarters since. The position peaked at $2M in Q4 2025. 397 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 8,487 shares of Houlihan Lokey worth $1.14M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 3,913 Houlihan Lokey shares in Q2 2026, an estimated $577K.
  • Houlihan Lokey made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1512 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Houlihan Lokey in Q1 2025 and has held it in 6 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Houlihan Lokey position peaked at $2M in Q4 2025.
  • 397 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.