STACKSTONE WEALTH, LLC’s Hamilton Lane HLNE Stock Holding History

STACKSTONE WEALTH, LLC’s Portfolio HLNE Stock Details HLNE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$306K	Buy	+3,527	New	+$329K	0.03%	277

Other funds holding HLNE

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

STACKSTONE WEALTH, LLC's HLNE Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Hamilton Lane (HLNE) in Q3 2026: 3,527 shares worth $306K. The stake represents 0.03% of the portfolio and ranks #277 among its holdings.

41 funds tracked by Wall St. Rank hold HLNE as of Q3 2026.

STACKSTONE WEALTH, LLC held 3,527 shares of Hamilton Lane worth $306K as of Q3 2026.
Hamilton Lane was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Hamilton Lane made up 0.03% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #277 holding.
41 funds tracked by Wall St. Rank held Hamilton Lane as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.