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Wolff Wiese Magana’s Houlihan Lokey HLI Stock Holding History

Wolff Wiese Magana’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 		$10.1K Hold
75
– – ﹤0.01% 495
2026
Q1 		$10.8K Hold
75
– – 0.01% 454
2025
Q4 		$13.1K Hold
75
– – 0.01% 386
2025
Q3 		$15.4K Hold
75
– – 0.01% 366
2025
Q2 		$13.5K Sell
75
-166
-69% -$27.9K 0.01% 351
2025
Q1 		$38.9K Hold
241
– – 0.03% 211
2024
Q4 		$41.9K Hold
241
– – 0.03% 210
2024
Q3 		$38.1K Buy
+241
New +$36K 0.03% 215

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

Wolff Wiese Magana's HLI Position: Q2 2026 in Review

Wolff Wiese Magana held its Houlihan Lokey (HLI) position steady in Q2 2026 at 75 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Wolff Wiese Magana first reported a position in HLI in Q3 2024 and has held it in 8 quarters since. The position peaked at $41.9K in Q4 2024. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Wolff Wiese Magana held 75 shares of Houlihan Lokey worth $10.1K as of Q2 2026.
  • Wolff Wiese Magana left its Houlihan Lokey share count unchanged in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #495 holding.
  • Wolff Wiese Magana first reported a position in Houlihan Lokey in Q3 2024 and has held it in 8 quarters since.
  • Wolff Wiese Magana's Houlihan Lokey position peaked at $41.9K in Q4 2024.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.