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Westend Capital Management’s Houlihan Lokey HLI Stock Holding History

Westend Capital 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
Q1 		$5.6K Sell
39
-2
-5% -$329 ﹤0.01% 185
2025
Q4 		$7.14K Hold
41
– – ﹤0.01% 176
2025
Q3 		$8.42K Hold
41
– – ﹤0.01% 150
2025
Q2 		$7.38K Buy
+41
New +$6.89K ﹤0.01% 144

Other funds holding HLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Westend Capital Management's HLI Position: Q1 2026 in Review

Westend Capital Management reduced its Houlihan Lokey (HLI) stake by 4.9% in Q1 2026, selling an estimated $329 and leaving 39 shares worth $5.6K. The position accounts for ﹤0.01% of the portfolio, ranked #185.

Westend Capital Management first reported a position in HLI in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.42K in Q3 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Westend Capital Management held 39 shares of Houlihan Lokey worth $5.6K as of Q1 2026.
  • Westend Capital Management sold 2 Houlihan Lokey shares in Q1 2026, an estimated $329.
  • Houlihan Lokey made up ﹤0.01% of Westend Capital Management's portfolio in Q1 2026, its #185 holding.
  • Westend Capital Management first reported a position in Houlihan Lokey in Q2 2025 and has held it in 4 quarters since.
  • Westend Capital Management's Houlihan Lokey position peaked at $8.42K in Q3 2025.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.