Wealth High Governance Capital’s Houlihan Lokey HLI Stock Holding History

Wealth High Governance Capital’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	-25,816	Closed	-$3.71M	–	46
2026 Q1	$3.71M	Sell	25,816 -13,158	-34%	-$2.16M	1.11%	33
2025 Q4	$6.79M	Sell	38,974 -33,026	-46%	-$6.06M	1.99%	25
2025 Q3	$14.8M	Buy	72,000 +22,400	+45%	+$4.39M	4.25%	7
2025 Q2	$8.93M	Buy	+49,600	New	+$8.33M	2.77%	13
2024 Q4	–	Sell	-20,000	Closed	-$3.16M	–	56
2024 Q3	$3.16M	Buy	+20,000	New	+$2.99M	1.11%	34

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 $3.37T AUM 44.26% 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

Wealth High Governance Capital's HLI Position: Q2 2026 in Review

Wealth High Governance Capital sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 25,816 shares — an estimated $3.71M sold.

Wealth High Governance Capital first reported a position in HLI in Q3 2024 and held it in 5 quarters. The position peaked at $14.8M in Q3 2025. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Wealth High Governance Capital reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
Wealth High Governance Capital sold 25,816 Houlihan Lokey shares in Q2 2026, an estimated $3.71M.
Wealth High Governance Capital first reported a position in Houlihan Lokey in Q3 2024 and held it in 5 quarters.
Wealth High Governance Capital's Houlihan Lokey position peaked at $14.8M in Q3 2025.
518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

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