Wealth Alliance
HLI icon

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
Q3 		$322K Buy
2,546
+88
+4% +$11.7K 0.03% 423
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $6.55B AUM 7.49% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Wealth Alliance's HLI Position: Q3 2026 in Review

Wealth Alliance increased its Houlihan Lokey (HLI) stake by 3.6% in Q3 2026, buying an estimated $11.7K and bringing the position to 2,546 shares worth $322K. The position accounts for 0.03% of the portfolio, ranked #423.

Wealth Alliance first reported a position in HLI in Q1 2020 and has held it in 27 quarters since. The position peaked at $529K in Q4 2024. 417 funds tracked by Wall St. Rank hold HLI as of Q3 2026.

  • Wealth Alliance held 2,546 shares of Houlihan Lokey worth $322K as of Q3 2026.
  • Wealth Alliance bought 88 Houlihan Lokey shares in Q3 2026, an estimated $11.7K.
  • Houlihan Lokey made up 0.03% of Wealth Alliance's portfolio in Q3 2026, its #423 holding.
  • Wealth Alliance first reported a position in Houlihan Lokey in Q1 2020 and has held it in 27 quarters since.
  • Wealth Alliance's Houlihan Lokey position peaked at $529K in Q4 2024.
  • 417 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.