Carson Wealth (CWM LLC)
HLI icon

Carson Wealth (CWM LLC)’s Houlihan Lokey HLI Stock Holding History

Carson Wealth (CWM LLC)’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 		$1.14M Sell
7,946
-2,320
-23% -$382K ﹤0.01% 1465
2025
Q4 		$1.79M Sell
10,266
-802
-7% -$147K ﹤0.01% 1193
2025
Q3 		$2.27M Buy
11,068
+1,826
+20% +$358K 0.01% 1040
2025
Q2 		$1.66M Sell
9,242
-52
-0.6% -$8.74K 0.01% 1015
2025
Q1 		$1.5M Sell
9,294
-1,335
-13% -$229K 0.01% 940
2024
Q4 		$1.85M Sell
10,629
-1,139
-10% -$201K 0.01% 814
2024
Q3 		$1.86M Sell
11,768
-1,400
-11% -$209K 0.01% 738
2024
Q2 		$1.78M Sell
13,168
-1,262
-9% -$165K 0.01% 676
2024
Q1 		$1.85M Sell
14,430
-737
-5% -$91.2K 0.01% 647
2023
Q4 		$1.82M Sell
15,167
-1,587
-9% -$172K 0.01% 597
2023
Q3 		$1.79M Sell
16,754
-1,022
-6% -$105K 0.01% 569
2023
Q2 		$1.75M Sell
17,776
-988
-5% -$89.4K 0.01% 550
2023
Q1 		$1.64M Sell
18,764
-113
-0.6% -$10.6K 0.01% 517
2022
Q4 		$1.65M Buy
18,877
+134
+0.7% +$12K 0.01% 477
2022
Q3 		$1.41M Buy
18,743
+15,547
+486% +$1.26M 0.01% 470
2022
Q2 		$252K Buy
3,196
+551
+21% +$46.1K ﹤0.01% 952
2022
Q1 		$232K Buy
2,645
+1,275
+93% +$131K ﹤0.01% 983
2021
Q4 		$142K Buy
+1,370
New +$146K ﹤0.01% 1166
2021
Q2 		$2K Hold
28
– – ﹤0.01% 2659
2021
Q1 		$2K Hold
28
– – ﹤0.01% 2659
2020
Q4 		$2K Hold
28
– – ﹤0.01% 2658
2020
Q3 		$2K Hold
28
– – ﹤0.01% 2657
2020
Q2 		$2K Hold
28
– – ﹤0.01% 2656
2020
Q1 		$2K Hold
28
– – ﹤0.01% 2656
2019
Q4 		$2K Hold
28
– – ﹤0.01% 2656
2019
Q3 		$2K Hold
28
– – ﹤0.01% 2656
2019
Q2 		$2K Hold
28
– – ﹤0.01% 2656
2019
Q1 		$2K Sell
28
-122
-81% -$5.38K ﹤0.01% 2655
2018
Q4 		$6K Buy
+150
New +$6.12K ﹤0.01% 1480

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HLI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Houlihan Lokey (HLI) stake by 23% in Q1 2026, selling an estimated $382K and leaving 7,946 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1465.

Carson Wealth (CWM LLC) first reported a position in HLI in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.27M in Q3 2025. 546 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,946 shares of Houlihan Lokey worth $1.14M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,320 Houlihan Lokey shares in Q1 2026, an estimated $382K.
  • Houlihan Lokey made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1465 holding.
  • Carson Wealth (CWM LLC) first reported a position in Houlihan Lokey in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Houlihan Lokey position peaked at $2.27M in Q3 2025.
  • 546 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.