Wellington Group’s Houlihan Lokey HLI Stock Holding History

Wellington Group’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	-394	Closed	-$56.6K	–	240
2026 Q1	$56.6K	Sell	394 -136	-26%	-$22.4K	0.02%	259
2025 Q4	$92.3K	Buy	+530	New	+$97.3K	0.03%	189

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

Wellington Group's HLI Position: Q2 2026 in Review

Wellington Group sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 394 shares — an estimated $56.6K sold.

Wellington Group first reported a position in HLI in Q4 2025 and held it in 2 quarters. The position peaked at $92.3K in Q4 2025. 517 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Wellington Group reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
Wellington Group sold 394 Houlihan Lokey shares in Q2 2026, an estimated $56.6K.
Wellington Group first reported a position in Houlihan Lokey in Q4 2025 and held it in 2 quarters.
Wellington Group's Houlihan Lokey position peaked at $92.3K in Q4 2025.
517 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.