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Whipplewood Advisors’s Houlihan Lokey HLI Stock Holding History

Whipplewood 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 		$939 Sell
7
-12
-63% -$1.77K ﹤0.01% 553
2026
Q1 		$2.73K Buy
+19
New +$3.13K ﹤0.01% 719
2025
Q3 		– Sell
-19
Closed -$3.42K – 686
2025
Q2 		$3.42K Sell
19
-85
-82% -$14.3K ﹤0.01% 770
2025
Q1 		$3.07K Buy
104
+72
+225% +$12.4K ﹤0.01% 799
2024
Q4 		$5.56K Buy
+32
New +$5.63K ﹤0.01% 680

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

Whipplewood Advisors's HLI Position: Q2 2026 in Review

Whipplewood Advisors reduced its Houlihan Lokey (HLI) stake by 63% in Q2 2026, selling an estimated $1.77K and leaving 7 shares worth $939. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Whipplewood Advisors first reported a position in HLI in Q4 2024 and has held it in 5 quarters since. The position peaked at $5.56K in Q4 2024. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Whipplewood Advisors held 7 shares of Houlihan Lokey worth $939 as of Q2 2026.
  • Whipplewood Advisors sold 12 Houlihan Lokey shares in Q2 2026, an estimated $1.77K.
  • Houlihan Lokey made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #553 holding.
  • Whipplewood Advisors first reported a position in Houlihan Lokey in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Houlihan Lokey position peaked at $5.56K in Q4 2024.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.