VT
HLI icon

Vise Technologies’s Houlihan Lokey HLI Stock Holding History

Vise Technologies’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
-1,919
Closed -$334K – 1895
2026
Q1 		$334K Hold
1,919
– – 0.01% 1085
2025
Q4 		$334K Buy
1,919
+685
+56% +$126K 0.01% 1091
2025
Q3 		$253K Buy
1,234
+121
+11% +$23.7K 0.01% 990
2025
Q2 		$200K Buy
+1,113
New +$187K 0.01% 994

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 $3.38T AUM 44.17% 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

Vise Technologies's HLI Position: Q2 2026 in Review

Vise Technologies sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 1,919 shares — an estimated $334K sold.

Vise Technologies first reported a position in HLI in Q2 2025 and held it in 4 quarters. The position peaked at $334K in Q1 2026. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Vise Technologies reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
  • Vise Technologies sold 1,919 Houlihan Lokey shares in Q2 2026, an estimated $334K.
  • Vise Technologies first reported a position in Houlihan Lokey in Q2 2025 and held it in 4 quarters.
  • Vise Technologies's Houlihan Lokey position peaked at $334K in Q1 2026.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.