AWM
HLI icon

Ameliora Wealth Management’s Houlihan Lokey HLI Stock Holding History

Ameliora Wealth 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
Q1 		$24.3K Hold
169
– – 0.01% 185
2025
Q4 		$29.4K Hold
169
– – 0.01% 171
2025
Q3 		$34.7K Hold
169
– – 0.01% 162
2025
Q2 		$30.4K Hold
169
– – 0.01% 167
2025
Q1 		$27.3K Hold
169
– – 0.01% 177
2024
Q4 		$29.3K Hold
169
– – 0.01% 170
2024
Q3 		$26.7K Hold
169
– – 0.01% 119
2024
Q2 		$22.8K Hold
169
– – 0.01% 144
2024
Q1 		$21.7K Hold
169
– – 0.01% 162
2023
Q4 		$20.3K Hold
169
– – 0.01% 146
2023
Q3 		$18.1K Hold
169
– – 0.01% 166
2023
Q2 		$16.6K Hold
169
– – 0.01% 157
2023
Q1 		$14.8K Hold
169
– – 0.01% 175
2022
Q4 		$14.7K Hold
169
– – 0.01% 196
2022
Q3 		$13K Buy
+169
New +$13.7K 0.01% 189

Other funds holding HLI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.61T AUM 30.72% 1-Year Est. Return