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Avantax Advisory Services’s Hamilton Lane HLNE Stock Holding History

Avantax 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
Q2 		$1.29M Buy
9,081
+801
+10% +$121K 0.01% 1006
2025
Q1 		$1.23M Buy
8,280
+834
+11% +$127K 0.01% 985
2024
Q4 		$1.1M Sell
7,446
-714
-9% -$127K 0.01% 994
2024
Q3 		$1.37M Buy
8,160
+353
+5% +$51.1K 0.01% 860
2024
Q2 		$965K Buy
+7,807
New +$913K 0.01% 995

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

Avantax Advisory Services's HLNE Position: Q2 2025 in Review

Avantax Advisory Services increased its Hamilton Lane (HLNE) stake by 9.7% in Q2 2025, buying an estimated $121K and bringing the position to 9,081 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #1006.

Avantax Advisory Services first reported a position in HLNE in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.37M in Q3 2024. 393 funds tracked by Wall St. Rank hold HLNE as of Q2 2025.

  • Avantax Advisory Services held 9,081 shares of Hamilton Lane worth $1.29M as of Q2 2025.
  • Avantax Advisory Services bought 801 Hamilton Lane shares in Q2 2025, an estimated $121K.
  • Hamilton Lane made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1006 holding.
  • Avantax Advisory Services first reported a position in Hamilton Lane in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Hamilton Lane position peaked at $1.37M in Q3 2024.
  • 393 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.