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Bay Harbor Wealth Management’s Hamilton Lane HLNE Stock Holding History

Bay Harbor 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
Q1 		– Sell
-3
Closed -$368 – 1321
2025
Q4 		$403 Sell
3
-1
-25% -$126 ﹤0.01% 933
2025
Q3 		$540 Buy
4
+1
+33% +$151 ﹤0.01% 702
2025
Q2 		$427 Buy
3
+2
+200% +$301 ﹤0.01% 696
2025
Q1 		$149 Buy
+1
New +$152 ﹤0.01% 777

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
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bay Harbor Wealth Management's HLNE Position: Q1 2026 in Review

Bay Harbor Wealth Management sold out of Hamilton Lane (HLNE) in Q1 2026, closing a stake of 3 shares — an estimated $368 sold.

Bay Harbor Wealth Management first reported a position in HLNE in Q1 2025 and held it in 4 quarters. The position peaked at $540 in Q3 2025. 389 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

  • Bay Harbor Wealth Management reported no remaining Hamilton Lane position as of Q1 2026 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 3 Hamilton Lane shares in Q1 2026, an estimated $368.
  • Bay Harbor Wealth Management first reported a position in Hamilton Lane in Q1 2025 and held it in 4 quarters.
  • Bay Harbor Wealth Management's Hamilton Lane position peaked at $540 in Q3 2025.
  • 389 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.