Washington Trust Advisors’s Houlihan Lokey HLI Stock Holding History

Washington Trust Advisors’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	$3.78K	Hold	28	–	–	﹤0.01%	593
2026 Q1	$4.05K	Sell	28 -3	-10%	-$494	﹤0.01%	544
2025 Q4	$5.36K	Sell	31 -60	-66%	-$11K	﹤0.01%	544
2025 Q3	$18.7K	Hold	91	–	–	﹤0.01%	448
2025 Q2	$16.4K	Sell	91 -4	-4%	-$672	﹤0.01%	416
2025 Q1	$15.4K	Buy	95 +3	+3%	+$515	﹤0.01%	423
2024 Q4	$16K	Sell	92 -13	-12%	-$2.29K	﹤0.01%	426
2024 Q3	$16.5K	Hold	105	–	–	﹤0.01%	423
2024 Q2	$14.1K	Hold	105	–	–	﹤0.01%	426
2024 Q1	$13.4K	Sell	105 -16	-13%	-$1.98K	﹤0.01%	444
2023 Q4	$14.5K	Sell	121 -38	-24%	-$4.12K	﹤0.01%	431
2023 Q3	$17K	Hold	159	–	–	﹤0.01%	408
2023 Q2	$15.6K	Hold	159	–	–	﹤0.01%	409
2023 Q1	$13.9K	Buy	159 +19	+14%	+$1.79K	﹤0.01%	461
2022 Q4	$12.2K	Sell	140 -139	-50%	-$12.5K	﹤0.01%	477
2022 Q3	$21K	Hold	279	–	–	﹤0.01%	510
2022 Q2	$22K	Hold	279	–	–	﹤0.01%	527
2022 Q1	$24K	Hold	279	–	–	﹤0.01%	569
2021 Q4	$29K	Buy	+279	New	+$29.8K	﹤0.01%	567

Other funds holding HLI

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Washington Trust Advisors's HLI Position: Q2 2026 in Review

Washington Trust Advisors held its Houlihan Lokey (HLI) position steady in Q2 2026 at 28 shares worth $3.78K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Washington Trust Advisors first reported a position in HLI in Q4 2021 and has held it in 19 quarters since. The position peaked at $29K in Q4 2021. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Washington Trust Advisors held 28 shares of Houlihan Lokey worth $3.78K as of Q2 2026.
Washington Trust Advisors left its Houlihan Lokey share count unchanged in Q2 2026.
Houlihan Lokey made up ﹤0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #593 holding.
Washington Trust Advisors first reported a position in Houlihan Lokey in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's Houlihan Lokey position peaked at $29K in Q4 2021.
519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.