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Accredited Wealth Management’s Hamilton Lane HLNE Stock Holding History

Accredited Wealth Management’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
2025
Q2 		– Sell
-64
Closed -$9.55K – 388
2025
Q1 		$9.55K Buy
+64
New +$9.75K 0.01% 248

Other funds holding HLNE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Accredited Wealth Management's HLNE Position: Q2 2025 in Review

Accredited Wealth Management sold out of Hamilton Lane (HLNE) in Q2 2025, closing a stake of 64 shares — an estimated $9.55K sold.

Accredited Wealth Management first reported a position in HLNE in Q1 2025 and held it in 1 quarter. The position peaked at $9.55K in Q1 2025. 393 funds tracked by Wall St. Rank hold HLNE as of Q2 2025.

  • Accredited Wealth Management reported no remaining Hamilton Lane position as of Q2 2025 after selling out during the quarter.
  • Accredited Wealth Management sold 64 Hamilton Lane shares in Q2 2025, an estimated $9.55K.
  • Accredited Wealth Management first reported a position in Hamilton Lane in Q1 2025 and held it in 1 quarter.
  • Accredited Wealth Management's Hamilton Lane position peaked at $9.55K in Q1 2025.
  • 393 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2025.

Based on Accredited Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.