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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
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 $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

Westfuller Advisors's HLI Position: Q1 2026 in Review

Westfuller Advisors held its Houlihan Lokey (HLI) position steady in Q1 2026 at 67 shares worth $9.62K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Westfuller Advisors first reported a position in HLI in Q3 2025 and has held it in 3 quarters since. The position peaked at $13.6K in Q3 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Westfuller Advisors held 67 shares of Houlihan Lokey worth $9.62K as of Q1 2026.
  • Westfuller Advisors left its Houlihan Lokey share count unchanged in Q1 2026.
  • Houlihan Lokey made up ﹤0.01% of Westfuller Advisors's portfolio in Q1 2026, its #441 holding.
  • Westfuller Advisors first reported a position in Houlihan Lokey in Q3 2025 and has held it in 3 quarters since.
  • Westfuller Advisors's Houlihan Lokey position peaked at $13.6K in Q3 2025.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.