Carson Wealth (CWM LLC)
HLNE icon

Carson Wealth (CWM LLC)’s Hamilton Lane HLNE Stock Holding History

Carson Wealth (CWM 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
Q1 		$75.6K Sell
761
-322
-30% -$39.5K ﹤0.01% 3493
2025
Q4 		$145K Buy
1,083
+945
+685% +$119K ﹤0.01% 2803
2025
Q3 		$19K Sell
138
-112
-45% -$16.9K ﹤0.01% 4155
2025
Q2 		$36K Sell
250
-361
-59% -$54.4K ﹤0.01% 3507
2025
Q1 		$91K Buy
611
+94
+18% +$14.3K ﹤0.01% 2498
2024
Q4 		$77K Buy
517
+12
+2% +$2.14K ﹤0.01% 2466
2024
Q3 		$85K Buy
505
+100
+25% +$14.5K ﹤0.01% 2302
2024
Q2 		$50K Buy
405
+12
+3% +$1.4K ﹤0.01% 2476
2024
Q1 		$44K Buy
393
+9
+2% +$1.02K ﹤0.01% 2377
2023
Q4 		$44K Buy
384
+9
+2% +$851 ﹤0.01% 2246
2023
Q3 		$34K Sell
375
-50
-12% -$4.45K ﹤0.01% 2323
2023
Q2 		$34K Buy
425
+1
+0.2% +$72 ﹤0.01% 2273
2023
Q1 		$31K Sell
424
-159
-27% -$11.7K ﹤0.01% 2205
2022
Q4 		$37K Buy
583
+362
+164% +$24.1K ﹤0.01% 1934
2022
Q3 		$13K Hold
221
– – ﹤0.01% 2516
2022
Q2 		$15K Buy
221
+178
+414% +$12.3K ﹤0.01% 2312
2022
Q1 		$3K Buy
43
+31
+258% +$2.58K ﹤0.01% 3035
2021
Q4 		$1K Buy
+12
New +$1.23K ﹤0.01% 3310

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HLNE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Hamilton Lane (HLNE) stake by 30% in Q1 2026, selling an estimated $39.5K and leaving 761 shares worth $75.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3493.

Carson Wealth (CWM LLC) first reported a position in HLNE in Q4 2021 and has held it in 18 quarters since. The position peaked at $145K in Q4 2025. 388 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 761 shares of Hamilton Lane worth $75.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 322 Hamilton Lane shares in Q1 2026, an estimated $39.5K.
  • Hamilton Lane made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3493 holding.
  • Carson Wealth (CWM LLC) first reported a position in Hamilton Lane in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Hamilton Lane position peaked at $145K in Q4 2025.
  • 388 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.