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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
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

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 $3.37T AUM 44.26% 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 40.91% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

Blue Trust Inc's HLNE Position: Q2 2026 in Review

Blue Trust Inc increased its Hamilton Lane (HLNE) stake by 142% in Q2 2026, buying an estimated $95K and bringing the position to 1,819 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Blue Trust Inc first reported a position in HLNE in Q1 2023 and has held it in 6 quarters since. 380 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Blue Trust Inc held 1,819 shares of Hamilton Lane worth $143K as of Q2 2026.
  • Blue Trust Inc bought 1,068 Hamilton Lane shares in Q2 2026, an estimated $95K.
  • Hamilton Lane made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #901 holding.
  • Blue Trust Inc first reported a position in Hamilton Lane in Q1 2023 and has held it in 6 quarters since.
  • 380 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.