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Avion Wealth’s Hamilton Lane HLNE Stock Holding History

Avion Wealth’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 		$0 Buy
+6
New +$533 ﹤0.01% 1554
2025
Q4 		– Sell
-2
Closed – – 1385
2025
Q3 		$0 Hold
2
– – ﹤0.01% 1350
2025
Q2 		$0 Buy
+2
New +$301 ﹤0.01% 1358

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 $3.38T AUM 44.17% 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 40.89% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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

Avion Wealth's HLNE Position: Q2 2026 in Review

Avion Wealth opened a new position in Hamilton Lane (HLNE) in Q2 2026: 6 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1554 among its holdings. This is a return to the name: Avion Wealth previously reported a position in HLNE as recently as Q3 2025.

Avion Wealth first reported a position in HLNE in Q2 2025 and has held it in 3 quarters since. 382 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Avion Wealth held 6 shares of Hamilton Lane worth $0 as of Q2 2026.
  • Hamilton Lane was a new Avion Wealth position in Q2 2026.
  • Hamilton Lane made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1554 holding.
  • Avion Wealth first reported a position in Hamilton Lane in Q2 2025 and has held it in 3 quarters since.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.