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Bogart Wealth LLC’s Hamilton Lane HLNE Stock Holding History

Bogart Wealth LLC’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 		$473 Sell
6
-4
-40% -$356 ﹤0.01% 1814
2026
Q1 		$994 Buy
+10
New +$1.23K ﹤0.01% 1449

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

Bogart Wealth LLC's HLNE Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Hamilton Lane (HLNE) stake by 40% in Q2 2026, selling an estimated $356 and leaving 6 shares worth $473. The position accounts for ﹤0.01% of the portfolio, ranked #1814.

Bogart Wealth LLC first reported a position in HLNE in Q1 2026 and has held it in 2 quarters since. The position peaked at $994 in Q1 2026. 380 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Bogart Wealth LLC held 6 shares of Hamilton Lane worth $473 as of Q2 2026.
  • Bogart Wealth LLC sold 4 Hamilton Lane shares in Q2 2026, an estimated $356.
  • Hamilton Lane made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1814 holding.
  • Bogart Wealth LLC first reported a position in Hamilton Lane in Q1 2026 and has held it in 2 quarters since.
  • Bogart Wealth LLC's Hamilton Lane position peaked at $994 in Q1 2026.
  • 380 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.