Capital A Wealth Management’s Hamilton Lane HLNE Stock Holding History

Capital A 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
2025 Q2	$3.29K	Buy	+29	New	+$4.37K	0.04%	269

Other funds holding HLNE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Capital A Wealth Management's HLNE Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in Hamilton Lane (HLNE) in Q2 2025: 29 shares worth $3.29K. The stake represents 0.04% of the portfolio and ranks #269 among its holdings.

393 funds tracked by Wall St. Rank hold HLNE as of Q2 2025.

Capital A Wealth Management held 29 shares of Hamilton Lane worth $3.29K as of Q2 2025.
Hamilton Lane was a new Capital A Wealth Management position in Q2 2025.
Hamilton Lane made up 0.04% of Capital A Wealth Management's portfolio in Q2 2025, its #269 holding.
393 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.