Cetera Investment Advisers
HLNE icon

Cetera Investment Advisers’s Hamilton Lane HLNE Stock Holding History

Cetera Investment Advisers’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 		$2.33M Buy
23,395
+3,760
+19% +$462K ﹤0.01% 2157
2025
Q4 		$2.64M Buy
19,635
+2,057
+12% +$259K ﹤0.01% 1976
2025
Q3 		$2.37M Buy
17,578
+8,991
+105% +$1.36M ﹤0.01% 2030
2025
Q2 		$1.22M Buy
8,587
+3,905
+83% +$589K ﹤0.01% 2206
2025
Q1 		$696K Buy
4,682
+1,977
+73% +$301K ﹤0.01% 2571
2024
Q4 		$401K Sell
2,705
-931
-26% -$166K ﹤0.01% 2867
2024
Q3 		$612K Sell
3,636
-580
-14% -$84K ﹤0.01% 2488
2024
Q2 		$521K Sell
4,216
-965
-19% -$113K ﹤0.01% 2563
2024
Q1 		$584K Buy
5,181
+3,217
+164% +$363K ﹤0.01% 2481
2023
Q4 		$223K Buy
+1,964
New +$186K ﹤0.01% 1979
2022
Q2 		– Sell
-2,802
Closed -$217K – 1882
2022
Q1 		$217K Buy
+2,802
New +$234K ﹤0.01% 1663

Other funds holding HLNE

BlackRock
BlackRock New York $5.7T 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 $134B 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