Blue Trust Inc
HLNE icon

Blue Trust Inc’s Hamilton Lane HLNE Stock Holding History

Blue Trust Inc’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
Q3 		$181K Buy
2,080
+261
+14% +$24.3K ﹤0.01% 798
2026
Q2 		$143K Buy
1,819
+1,068
+142% +$95K ﹤0.01% 901
2026
Q1 		$74.6K Buy
+751
New +$92.2K ﹤0.01% 1159
2024
Q4 		– Sell
-26
Closed -$3.21K – 2679
2024
Q3 		$3.21K Buy
26
+4
+18% +$579 ﹤0.01% 2488
2024
Q2 		$2.48K Buy
+22
New +$2.57K ﹤0.01% 2390
2024
Q1 		– Sell
-5
Closed – – 2431
2023
Q4 		$0 Buy
+5
New +$473 ﹤0.01% 2589
2023
Q2 		– Sell
-26
Closed -$2K – 2243
2023
Q1 		$2K Buy
+26
New +$1.92K ﹤0.01% 2005

Other funds holding HLNE

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Blue Trust Inc's HLNE Position: Q3 2026 in Review

Blue Trust Inc increased its Hamilton Lane (HLNE) stake by 14% in Q3 2026, buying an estimated $24.3K and bringing the position to 2,080 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Blue Trust Inc first reported a position in HLNE in Q1 2023 and has held it in 7 quarters since. 29 funds tracked by Wall St. Rank hold HLNE as of Q3 2026.

  • Blue Trust Inc held 2,080 shares of Hamilton Lane worth $181K as of Q3 2026.
  • Blue Trust Inc bought 261 Hamilton Lane shares in Q3 2026, an estimated $24.3K.
  • Hamilton Lane made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #798 holding.
  • Blue Trust Inc first reported a position in Hamilton Lane in Q1 2023 and has held it in 7 quarters since.
  • 29 funds tracked by Wall St. Rank held Hamilton Lane as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.