Cetera Investment Advisers
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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
Q2 		$1.78M Sell
22,564
-831
-4% -$73.9K ﹤0.01% 2484
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 $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 40.91% 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

Cetera Investment Advisers's HLNE Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Hamilton Lane (HLNE) stake by 3.6% in Q2 2026, selling an estimated $73.9K and leaving 22,564 shares worth $1.78M. The position accounts for ﹤0.01% of the portfolio, ranked #2484.

Cetera Investment Advisers first reported a position in HLNE in Q1 2022 and has held it in 12 quarters since. The position peaked at $2.64M in Q4 2025. 380 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Cetera Investment Advisers held 22,564 shares of Hamilton Lane worth $1.78M as of Q2 2026.
  • Cetera Investment Advisers sold 831 Hamilton Lane shares in Q2 2026, an estimated $73.9K.
  • Hamilton Lane made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2484 holding.
  • Cetera Investment Advisers first reported a position in Hamilton Lane in Q1 2022 and has held it in 12 quarters since.
  • Cetera Investment Advisers's Hamilton Lane position peaked at $2.64M in Q4 2025.
  • 380 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.