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 Q2	$22.7K	Hold	169	–	–	0.01%	177
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Ameliora Wealth Management's HLI Position: Q2 2026 in Review

Ameliora Wealth Management held its Houlihan Lokey (HLI) position steady in Q2 2026 at 169 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #177.

Ameliora Wealth Management first reported a position in HLI in Q3 2022 and has held it in 16 quarters since. The position peaked at $34.7K in Q3 2025. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Ameliora Wealth Management held 169 shares of Houlihan Lokey worth $22.7K as of Q2 2026.
Ameliora Wealth Management left its Houlihan Lokey share count unchanged in Q2 2026.
Houlihan Lokey made up 0.01% of Ameliora Wealth Management's portfolio in Q2 2026, its #177 holding.
Ameliora Wealth Management first reported a position in Houlihan Lokey in Q3 2022 and has held it in 16 quarters since.
Ameliora Wealth Management's Houlihan Lokey position peaked at $34.7K in Q3 2025.
518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.