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Westfuller Advisors’s Houlihan Lokey HLI Stock Holding History

Westfuller Advisors’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 		$9.03K Hold
67
– – ﹤0.01% 504
2026
Q1 		$9.62K Hold
67
– – ﹤0.01% 441
2025
Q4 		$11.6K Buy
67
+1
+2% +$184 ﹤0.01% 443
2025
Q3 		$13.6K Buy
+66
New +$12.9K 0.01% 414

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 $3.37T AUM 44.26% 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

Westfuller Advisors's HLI Position: Q2 2026 in Review

Westfuller Advisors held its Houlihan Lokey (HLI) position steady in Q2 2026 at 67 shares worth $9.03K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Westfuller Advisors first reported a position in HLI in Q3 2025 and has held it in 4 quarters since. The position peaked at $13.6K in Q3 2025. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Westfuller Advisors held 67 shares of Houlihan Lokey worth $9.03K as of Q2 2026.
  • Westfuller Advisors left its Houlihan Lokey share count unchanged in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of Westfuller Advisors's portfolio in Q2 2026, its #504 holding.
  • Westfuller Advisors first reported a position in Houlihan Lokey in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's Houlihan Lokey position peaked at $13.6K in Q3 2025.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.