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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
Q2 		$4.65K Hold
59
– – ﹤0.01% 711
2026
Q1 		$5.87K Buy
+59
New +$7.24K ﹤0.01% 604

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cedar Mountain Advisors's HLNE Position: Q2 2026 in Review

Cedar Mountain Advisors held its Hamilton Lane (HLNE) position steady in Q2 2026 at 59 shares worth $4.65K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Cedar Mountain Advisors first reported a position in HLNE in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.87K in Q1 2026. 382 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Cedar Mountain Advisors held 59 shares of Hamilton Lane worth $4.65K as of Q2 2026.
  • Cedar Mountain Advisors left its Hamilton Lane share count unchanged in Q2 2026.
  • Hamilton Lane made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #711 holding.
  • Cedar Mountain Advisors first reported a position in Hamilton Lane in Q1 2026 and has held it in 2 quarters since.
  • Cedar Mountain Advisors's Hamilton Lane position peaked at $5.87K in Q1 2026.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.