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Walled Lake Planning & Wealth Management’s Houlihan Lokey HLI Stock Holding History

Walled Lake Planning & Wealth Management’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 		$3.87M Buy
28,870
+463
+2% +$68.3K 0.98% 23
2026
Q1 		$4.08M Buy
28,407
+407
+1% +$67K 1.2% 20
2025
Q4 		$4.88M Buy
28,000
+23
+0.1% +$4.22K 1.54% 19
2025
Q3 		$5.74M Sell
27,977
-1,444
-5% -$283K 1.89% 15
2025
Q2 		$5.29M Sell
29,421
-46
-0.2% -$7.73K 1.73% 17
2025
Q1 		$4.76M Sell
29,467
-153
-0.5% -$26.3K 1.69% 18
2024
Q4 		$5.14M Sell
29,620
-15,405
-34% -$2.71M 1.91% 15
2024
Q3 		$7.11M Sell
45,025
-174
-0.4% -$26K 2.67% 10
2024
Q2 		$6.1M Sell
45,199
-2,400
-5% -$314K 2.49% 12
2024
Q1 		$6.1M Sell
47,599
-551
-1% -$68.2K 2.5% 17
2023
Q4 		$5.77M Sell
48,150
-189
-0.4% -$20.5K 2.68% 16
2023
Q3 		$5.18M Buy
48,339
+591
+1% +$60.9K 2.59% 17
2023
Q2 		$4.69M Buy
47,748
+176
+0.4% +$15.9K 2.28% 19
2023
Q1 		$4.16M Buy
47,572
+2,622
+6% +$247K 2.18% 20
2022
Q4 		$3.92M Buy
44,950
+7
+0% +$629 2.67% 19
2022
Q3 		$3.39M Buy
44,943
+2,074
+5% +$168K 2.37% 21
2022
Q2 		$3.38M Buy
42,869
+2,236
+6% +$187K 2.33% 23
2022
Q1 		$3.57M Buy
40,633
+762
+2% +$78.5K 2.12% 22
2021
Q4 		$4.13M Sell
39,871
-1,386
-3% -$148K 2.39% 19
2021
Q3 		$3.8M Buy
41,257
+646
+2% +$56.6K 2.34% 19
2021
Q2 		$3.32M Buy
40,611
+455
+1% +$32.9K 2.16% 20
2021
Q1 		$2.67M Buy
40,156
+833
+2% +$56.2K 1.85% 23
2020
Q4 		$2.64M Buy
39,323
+456
+1% +$29.6K 2.01% 22
2020
Q3 		$2.29M Buy
+38,867
New +$2.23M 1.86% 22

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

Walled Lake Planning & Wealth Management's HLI Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its Houlihan Lokey (HLI) stake by 1.6% in Q2 2026, buying an estimated $68.3K and bringing the position to 28,870 shares worth $3.87M. The position accounts for 0.98% of the portfolio, ranked #23.

Walled Lake Planning & Wealth Management first reported a position in HLI in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.11M in Q3 2024. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 28,870 shares of Houlihan Lokey worth $3.87M as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 463 Houlihan Lokey shares in Q2 2026, an estimated $68.3K.
  • Houlihan Lokey made up 0.98% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Houlihan Lokey in Q3 2020 and has held it in 24 quarters since.
  • Walled Lake Planning & Wealth Management's Houlihan Lokey position peaked at $7.11M in Q3 2024.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.