Salomon & Ludwin’s Houlihan Lokey HLI Stock Holding History

Salomon & Ludwin’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	–	Sell	-40	Closed	-$7.3K	–	2142
2025 Q4	$7.3K	Hold	40	–	–	﹤0.01%	1615
2025 Q3	$8.06K	Buy	+40	New	+$7.84K	﹤0.01%	1472

Other funds holding HLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Salomon & Ludwin's HLI Position: Q1 2026 in Review

Salomon & Ludwin sold out of Houlihan Lokey (HLI) in Q1 2026, closing a stake of 40 shares — an estimated $7.3K sold.

Salomon & Ludwin first reported a position in HLI in Q3 2025 and held it in 2 quarters. The position peaked at $8.06K in Q3 2025. 547 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

Salomon & Ludwin reported no remaining Houlihan Lokey position as of Q1 2026 after selling out during the quarter.
Salomon & Ludwin sold 40 Houlihan Lokey shares in Q1 2026, an estimated $7.3K.
Salomon & Ludwin first reported a position in Houlihan Lokey in Q3 2025 and held it in 2 quarters.
Salomon & Ludwin's Houlihan Lokey position peaked at $8.06K in Q3 2025.
547 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.