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Beacon Harbor Wealth Advisors’s Hamilton Lane HLNE Stock Holding History

Beacon Harbor Wealth Advisors’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
-49,933
Closed -$6.71M – 72
2025
Q4 		$6.71M Buy
+49,933
New +$6.28M 1.49% 29

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

Beacon Harbor Wealth Advisors's HLNE Position: Q1 2026 in Review

Beacon Harbor Wealth Advisors sold out of Hamilton Lane (HLNE) in Q1 2026, closing a stake of 49,933 shares — an estimated $6.71M sold.

Beacon Harbor Wealth Advisors first reported a position in HLNE in Q4 2025 and held it in 1 quarter. The position peaked at $6.71M in Q4 2025. 389 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

  • Beacon Harbor Wealth Advisors reported no remaining Hamilton Lane position as of Q1 2026 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 49,933 Hamilton Lane shares in Q1 2026, an estimated $6.71M.
  • Beacon Harbor Wealth Advisors first reported a position in Hamilton Lane in Q4 2025 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's Hamilton Lane position peaked at $6.71M in Q4 2025.
  • 389 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.