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Wealth High Governance Asset Management’s Houlihan Lokey HLI Stock Holding History

Wealth High Governance Asset 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 		– Sell
-47,784
Closed -$6.86M – 61
2026
Q1 		$6.86M Sell
47,784
-13,242
-22% -$2.18M 1.07% 34
2025
Q4 		$10.6M Buy
+61,026
New +$11.2M 1.9% 25

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 $3.38T AUM 44.17% 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 High Governance Asset Management's HLI Position: Q2 2026 in Review

Wealth High Governance Asset Management sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 47,784 shares — an estimated $6.86M sold.

Wealth High Governance Asset Management first reported a position in HLI in Q4 2025 and held it in 2 quarters. The position peaked at $10.6M in Q4 2025. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Wealth High Governance Asset Management reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
  • Wealth High Governance Asset Management sold 47,784 Houlihan Lokey shares in Q2 2026, an estimated $6.86M.
  • Wealth High Governance Asset Management first reported a position in Houlihan Lokey in Q4 2025 and held it in 2 quarters.
  • Wealth High Governance Asset Management's Houlihan Lokey position peaked at $10.6M in Q4 2025.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Wealth High Governance Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.