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Ameritas Advisory Services’s Hamilton Lane HLNE Stock Holding History

Ameritas Advisory Services’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
Q3 		– Sell
-48
Closed -$6.82K – 2472
2025
Q2 		$6.82K Buy
+48
New +$7.24K ﹤0.01% 2147
2023
Q2 		– Sell
-45
Closed -$3.32K – 1424
2023
Q1 		$3.32K Buy
+45
New +$3.33K ﹤0.01% 2270

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameritas Advisory Services's HLNE Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Hamilton Lane (HLNE) in Q3 2025, closing a stake of 48 shares — an estimated $6.82K sold.

Ameritas Advisory Services first reported a position in HLNE in Q1 2023 and held it in 2 quarters. The position peaked at $6.82K in Q2 2025. 382 funds tracked by Wall St. Rank hold HLNE as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Hamilton Lane position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 48 Hamilton Lane shares in Q3 2025, an estimated $6.82K.
  • Ameritas Advisory Services first reported a position in Hamilton Lane in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's Hamilton Lane position peaked at $6.82K in Q2 2025.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.