Waverly Advisors’s Houlihan Lokey HLI Stock Holding History

Waverly 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 Q1	–	Sell	-1,467	Closed	-$256K	–	1646
2025 Q4	$256K	Buy	+1,467	New	+$269K	﹤0.01%	1276

Other funds holding HLI

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Waverly Advisors's HLI Position: Q1 2026 in Review

Waverly Advisors sold out of Houlihan Lokey (HLI) in Q1 2026, closing a stake of 1,467 shares — an estimated $256K sold.

Waverly Advisors first reported a position in HLI in Q4 2025 and held it in 1 quarter. The position peaked at $256K in Q4 2025. 547 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

Waverly Advisors reported no remaining Houlihan Lokey position as of Q1 2026 after selling out during the quarter.
Waverly Advisors sold 1,467 Houlihan Lokey shares in Q1 2026, an estimated $256K.
Waverly Advisors first reported a position in Houlihan Lokey in Q4 2025 and held it in 1 quarter.
Waverly Advisors's Houlihan Lokey position peaked at $256K in Q4 2025.
547 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.