Weil Company’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.21M | Sell |
16,501
-4,239
| -20% | -$625K | 0.39% | 47 |
|
|
2026
Q1 | $2.98M | Sell |
20,740
-781
| -4% | -$128K | 0.67% | 35 |
|
|
2025
Q4 | $3.75M | Sell |
21,521
-1,761
| -8% | -$323K | 0.86% | 32 |
|
|
2025
Q3 | $4.78M | Sell |
23,282
-197
| -0.8% | -$38.6K | 1.15% | 22 |
|
|
2025
Q2 | $4.23M | Sell |
23,479
-1,649
| -7% | -$277K | 1.11% | 24 |
|
|
2025
Q1 | $4.06M | Buy |
25,128
+420
| +2% | +$72.1K | 1.21% | 23 |
|
|
2024
Q4 | $4.29M | Sell |
24,708
-10,080
| -29% | -$1.78M | 1.48% | 19 |
|
|
2024
Q3 | $5.5M | Sell |
34,788
-4,789
| -12% | -$715K | 1.8% | 14 |
|
|
2024
Q2 | $5.34M | Buy |
39,577
+5,081
| +15% | +$665K | 1.95% | 15 |
|
|
2024
Q1 | $4.42M | Buy |
34,496
+4,123
| +14% | +$510K | 1.75% | 15 |
|
|
2023
Q4 | $3.64M | Sell |
30,373
-5,658
| -16% | -$613K | 1.6% | 19 |
|
|
2023
Q3 | $3.86M | Sell |
36,031
-1,450
| -4% | -$150K | 1.92% | 10 |
|
|
2023
Q2 | $3.68M | Sell |
37,481
-196
| -0.5% | -$17.7K | 1.64% | 14 |
|
|
2023
Q1 | $3.3M | Sell |
37,677
-2,040
| -5% | -$192K | 1.5% | 15 |
|
|
2022
Q4 | $3.46M | Sell |
39,717
-810
| -2% | -$72.8K | 1.58% | 15 |
|
|
2022
Q3 | $3.06M | Buy |
40,527
+816
| +2% | +$66.1K | 1.88% | 10 |
|
|
2022
Q2 | $3.13M | Buy |
39,711
+5,176
| +15% | +$433K | 1.76% | 11 |
|
|
2022
Q1 | $3.03M | Sell |
34,535
-21,124
| -38% | -$2.17M | 1.52% | 13 |
|
|
2021
Q4 | $5.76M | Sell |
55,659
-8,677
| -13% | -$926K | 2.69% | 5 |
|
|
2021
Q3 | $5.92M | Sell |
64,336
-10,621
| -14% | -$931K | 3.08% | 4 |
|
|
2021
Q2 | $6.13M | Buy |
74,957
+3,099
| +4% | +$224K | 3.1% | 4 |
|
|
2021
Q1 | $4.78M | Buy |
71,858
+1,101
| +2% | +$74.3K | 2.71% | 7 |
|
|
2020
Q4 | $4.76M | Sell |
70,757
-10,344
| -13% | -$670K | 2.85% | 7 |
|
|
2020
Q3 | $4.79M | Buy |
81,101
+10,990
| +16% | +$630K | 3.49% | 6 |
|
|
2020
Q2 | $3.9M | Buy |
70,111
+2,316
| +3% | +$135K | 3.3% | 6 |
|
|
2020
Q1 | $3.53M | Buy |
67,795
+36,685
| +118% | +$1.9M | 3.32% | 5 |
|
|
2019
Q4 | $1.52M | Buy |
31,110
+5,746
| +23% | +$271K | 1.16% | 26 |
|
|
2019
Q3 | $1.14M | Buy |
25,364
+7,102
| +39% | +$315K | 0.85% | 28 |
|
|
2019
Q2 | $813K | Buy |
18,262
+2,600
| +17% | +$121K | 0.66% | 35 |
|
|
2019
Q1 | $718K | Sell |
15,662
-1,700
| -10% | -$75K | 0.6% | 42 |
|
|
2018
Q4 | $639K | Buy |
+17,362
| New | +$708K | 0.58% | 40 |
|
Other funds holding HLI
Weil Company's HLI Position: Q2 2026 in Review
Weil Company reduced its Houlihan Lokey (HLI) stake by 20% in Q2 2026, selling an estimated $625K and leaving 16,501 shares worth $2.21M. The position accounts for 0.39% of the portfolio, ranked #47.
Weil Company first reported a position in HLI in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.13M in Q2 2021. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.
- Weil Company held 16,501 shares of Houlihan Lokey worth $2.21M as of Q2 2026.
- Weil Company sold 4,239 Houlihan Lokey shares in Q2 2026, an estimated $625K.
- Houlihan Lokey made up 0.39% of Weil Company's portfolio in Q2 2026, its #47 holding.
- Weil Company first reported a position in Houlihan Lokey in Q4 2018 and has held it in 31 quarters since.
- Weil Company's Houlihan Lokey position peaked at $6.13M in Q2 2021.
- 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.
Based on Weil Company's 13F filing for Q2 2026, filed 5 Aug 2026.