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Wealth Alliance’s Houlihan Lokey HLI Stock Holding History

Wealth Alliance’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 		$330K Sell
2,458
-144
-6% -$21.2K 0.03% 434
2026
Q1 		$374K Buy
2,602
+7
+0.3% +$1.15K 0.04% 370
2025
Q4 		$452K Buy
2,595
+83
+3% +$15.2K 0.04% 324
2025
Q3 		$516K Buy
2,512
+40
+2% +$7.84K 0.05% 289
2025
Q2 		$445K Sell
2,472
-601
-20% -$101K 0.05% 321
2025
Q1 		$496K Buy
3,073
+25
+0.8% +$4.29K 0.06% 278
2024
Q4 		$529K Sell
3,048
-79
-3% -$13.9K 0.06% 248
2024
Q3 		$494K Buy
3,127
+62
+2% +$9.26K 0.06% 267
2024
Q2 		$413K Sell
3,065
-133
-4% -$17.4K 0.05% 293
2024
Q1 		$410K Sell
3,198
-359
-10% -$44.4K 0.05% 316
2023
Q4 		$426K Sell
3,557
-79
-2% -$8.56K 0.06% 287
2023
Q3 		$390K Sell
3,636
-261
-7% -$26.9K 0.06% 281
2023
Q2 		$383K Buy
3,897
+246
+7% +$22.3K 0.06% 316
2023
Q1 		$319K Buy
3,651
+671
+23% +$63.1K 0.05% 344
2022
Q4 		$260K Buy
2,980
+44
+1% +$3.96K 0.05% 387
2022
Q3 		$221K Sell
2,936
-239
-8% -$19.4K 0.04% 404
2022
Q2 		$251K Buy
3,175
+225
+8% +$18.8K 0.05% 371
2022
Q1 		$259K Sell
2,950
-374
-11% -$38.5K 0.05% 361
2021
Q4 		$344K Sell
3,324
-1,085
-25% -$116K 0.07% 300
2021
Q3 		$406K Buy
4,409
+66
+2% +$5.78K 0.09% 254
2021
Q2 		$355K Sell
4,343
-148
-3% -$10.7K 0.08% 277
2021
Q1 		$299K Sell
4,491
-400
-8% -$27K 0.08% 290
2020
Q4 		$329K Sell
4,891
-40
-0.8% -$2.59K 0.1% 259
2020
Q3 		$291K Sell
4,931
-77
-2% -$4.41K 0.1% 239
2020
Q2 		$279K Sell
5,008
-27
-0.5% -$1.57K 0.11% 232
2020
Q1 		$262K Buy
+5,035
New +$261K 0.14% 180

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

Wealth Alliance's HLI Position: Q2 2026 in Review

Wealth Alliance reduced its Houlihan Lokey (HLI) stake by 5.5% in Q2 2026, selling an estimated $21.2K and leaving 2,458 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #434.

Wealth Alliance first reported a position in HLI in Q1 2020 and has held it in 26 quarters since. The position peaked at $529K in Q4 2024. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Wealth Alliance held 2,458 shares of Houlihan Lokey worth $330K as of Q2 2026.
  • Wealth Alliance sold 144 Houlihan Lokey shares in Q2 2026, an estimated $21.2K.
  • Houlihan Lokey made up 0.03% of Wealth Alliance's portfolio in Q2 2026, its #434 holding.
  • Wealth Alliance first reported a position in Houlihan Lokey in Q1 2020 and has held it in 26 quarters since.
  • Wealth Alliance's Houlihan Lokey position peaked at $529K in Q4 2024.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.