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Vermillion & White Wealth Management Group’s Houlihan Lokey HLI Stock Holding History

Vermillion & White Wealth Management 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
2025
Q3 		– Sell
-53
Closed -$9.54K – 602
2025
Q2 		$9.54K Buy
+53
New +$8.9K 0.01% 303

Other funds holding HLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Vermillion & White Wealth Management Group's HLI Position: Q3 2025 in Review

Vermillion & White Wealth Management Group sold out of Houlihan Lokey (HLI) in Q3 2025, closing a stake of 53 shares — an estimated $9.54K sold.

Vermillion & White Wealth Management Group first reported a position in HLI in Q2 2025 and held it in 1 quarter. The position peaked at $9.54K in Q2 2025. 551 funds tracked by Wall St. Rank hold HLI as of Q3 2025.

  • Vermillion & White Wealth Management Group reported no remaining Houlihan Lokey position as of Q3 2025 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 53 Houlihan Lokey shares in Q3 2025, an estimated $9.54K.
  • Vermillion & White Wealth Management Group first reported a position in Houlihan Lokey in Q2 2025 and held it in 1 quarter.
  • Vermillion & White Wealth Management Group's Houlihan Lokey position peaked at $9.54K in Q2 2025.
  • 551 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2025.

Based on Vermillion & White Wealth Management Group's 13F filing for Q3 2025, filed 26 Nov 2025.