AWM
HLNE icon

Activest Wealth Management’s Hamilton Lane HLNE Stock Holding History

Activest 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
2026
Q2 		$4.89K Buy
62
+36
+138% +$3.2K ﹤0.01% 712
2026
Q1 		$2.58K Buy
+26
New +$3.19K ﹤0.01% 918

Other funds holding HLNE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Activest Wealth Management's HLNE Position: Q2 2026 in Review

Activest Wealth Management increased its Hamilton Lane (HLNE) stake by 138% in Q2 2026, buying an estimated $3.2K and bringing the position to 62 shares worth $4.89K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Activest Wealth Management first reported a position in HLNE in Q1 2026 and has held it in 2 quarters since. 380 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Activest Wealth Management held 62 shares of Hamilton Lane worth $4.89K as of Q2 2026.
  • Activest Wealth Management bought 36 Hamilton Lane shares in Q2 2026, an estimated $3.2K.
  • Hamilton Lane made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #712 holding.
  • Activest Wealth Management first reported a position in Hamilton Lane in Q1 2026 and has held it in 2 quarters since.
  • 380 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.