Cedar Mountain Advisors
HLNE icon

Cedar Mountain Advisors’s Hamilton Lane HLNE Stock Holding History

Cedar Mountain 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
Q3 		$5.12K Hold
59
– – ﹤0.01% 638
2026
Q2 		$4.65K Hold
59
– – ﹤0.01% 711
2026
Q1 		$5.86K Buy
+59
New +$7.24K ﹤0.01% 604

Other funds holding HLNE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Cedar Mountain Advisors's HLNE Position: Q3 2026 in Review

Cedar Mountain Advisors held its Hamilton Lane (HLNE) position steady in Q3 2026 at 59 shares worth $5.12K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Cedar Mountain Advisors first reported a position in HLNE in Q1 2026 and has held it in 3 quarters since. The position peaked at $5.86K in Q1 2026. 317 funds tracked by Wall St. Rank hold HLNE as of Q3 2026.

  • Cedar Mountain Advisors held 59 shares of Hamilton Lane worth $5.12K as of Q3 2026.
  • Cedar Mountain Advisors left its Hamilton Lane share count unchanged in Q3 2026.
  • Hamilton Lane made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #638 holding.
  • Cedar Mountain Advisors first reported a position in Hamilton Lane in Q1 2026 and has held it in 3 quarters since.
  • Cedar Mountain Advisors's Hamilton Lane position peaked at $5.86K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held Hamilton Lane as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.