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CBIZ Investment Advisory Services’s Hamilton Lane HLNE Stock Holding History

CBIZ Investment Advisory Services’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 		$6.7K Sell
67
-264
-80% -$32.4K ﹤0.01% 192
2025
Q4 		$44.6K Buy
331
+46
+16% +$5.78K ﹤0.01% 153
2025
Q3 		$38.5K Buy
285
+66
+30% +$9.96K ﹤0.01% 155
2025
Q2 		$31.3K Sell
219
-68
-24% -$10.3K ﹤0.01% 180
2025
Q1 		$42.8K Hold
287
– – ﹤0.01% 130
2024
Q4 		$42.7K Buy
287
+61
+27% +$10.9K ﹤0.01% 120
2024
Q3 		$38.3K Buy
226
+14
+7% +$2.03K ﹤0.01% 127
2024
Q2 		$26.4K Sell
212
-2
-0.9% -$234 ﹤0.01% 136
2024
Q1 		$24.2K Buy
+214
New +$24.2K ﹤0.01% 146

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

CBIZ Investment Advisory Services's HLNE Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Hamilton Lane (HLNE) stake by 80% in Q1 2026, selling an estimated $32.4K and leaving 67 shares worth $6.7K. The position accounts for ﹤0.01% of the portfolio, ranked #192.

CBIZ Investment Advisory Services first reported a position in HLNE in Q1 2024 and has held it in 9 quarters since. The position peaked at $44.6K in Q4 2025. 385 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

  • CBIZ Investment Advisory Services held 67 shares of Hamilton Lane worth $6.7K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 264 Hamilton Lane shares in Q1 2026, an estimated $32.4K.
  • Hamilton Lane made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #192 holding.
  • CBIZ Investment Advisory Services first reported a position in Hamilton Lane in Q1 2024 and has held it in 9 quarters since.
  • CBIZ Investment Advisory Services's Hamilton Lane position peaked at $44.6K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.