CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Hamilton Lane HLNE Stock Holding History

CAPTRUST Financial 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
-1,848
Closed -$248K – 3080
2025
Q4 		$248K Buy
+1,848
New +$232K ﹤0.01% 2381
2022
Q3 		– Sell
-136
Closed -$9K – 2940
2022
Q2 		$9K Buy
136
+46
+51% +$3.17K ﹤0.01% 3808
2022
Q1 		$7K Buy
+90
New +$7.5K ﹤0.01% 3964

Other funds holding HLNE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CAPTRUST Financial Advisors's HLNE Position: Q1 2026 in Review

CAPTRUST Financial Advisors sold out of Hamilton Lane (HLNE) in Q1 2026, closing a stake of 1,848 shares — an estimated $248K sold.

CAPTRUST Financial Advisors first reported a position in HLNE in Q1 2022 and held it in 3 quarters. The position peaked at $248K in Q4 2025. 385 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

  • CAPTRUST Financial Advisors reported no remaining Hamilton Lane position as of Q1 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1,848 Hamilton Lane shares in Q1 2026, an estimated $248K.
  • CAPTRUST Financial Advisors first reported a position in Hamilton Lane in Q1 2022 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's Hamilton Lane position peaked at $248K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.