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Westside Investment Management’s Houlihan Lokey HLI Stock Holding History

Westside Investment 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
Q2 		$15.6K Hold
116
– – ﹤0.01% 1009
2026
Q1 		$16.4K Sell
116
-32
-22% -$5.26K ﹤0.01% 963
2025
Q4 		$26.1K Hold
148
– – ﹤0.01% 763
2025
Q3 		$29.7K Buy
148
+58
+64% +$11.4K ﹤0.01% 719
2025
Q2 		$16.3K Buy
90
+58
+181% +$9.74K ﹤0.01% 759
2025
Q1 		$5.25K Hold
32
– – ﹤0.01% 772
2024
Q4 		$5.56K Hold
32
– – ﹤0.01% 759
2024
Q3 		$4.72K Hold
32
– – ﹤0.01% 784
2024
Q2 		$4.32K Buy
+32
New +$4.19K ﹤0.01% 784

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

Westside Investment Management's HLI Position: Q2 2026 in Review

Westside Investment Management held its Houlihan Lokey (HLI) position steady in Q2 2026 at 116 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

Westside Investment Management first reported a position in HLI in Q2 2024 and has held it in 9 quarters since. The position peaked at $29.7K in Q3 2025. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Westside Investment Management held 116 shares of Houlihan Lokey worth $15.6K as of Q2 2026.
  • Westside Investment Management left its Houlihan Lokey share count unchanged in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1009 holding.
  • Westside Investment Management first reported a position in Houlihan Lokey in Q2 2024 and has held it in 9 quarters since.
  • Westside Investment Management's Houlihan Lokey position peaked at $29.7K in Q3 2025.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.