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Clark Wealth Partners’s Hamilton Lane HLNE Stock Holding History

Clark Wealth Partners’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 		– Sell
-130
Closed -$13K – 605
2026
Q1 		$13K Hold
130
– – 0.01% 226
2025
Q4 		$17.5K Hold
130
– – 0.01% 202
2025
Q3 		$17.5K Sell
130
-66
-34% -$9.96K 0.01% 202
2025
Q2 		$27.9K Buy
+196
New +$29.5K 0.02% 138

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

Clark Wealth Partners's HLNE Position: Q2 2026 in Review

Clark Wealth Partners sold out of Hamilton Lane (HLNE) in Q2 2026, closing a stake of 130 shares — an estimated $13K sold.

Clark Wealth Partners first reported a position in HLNE in Q2 2025 and held it in 4 quarters. The position peaked at $27.9K in Q2 2025. 353 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Clark Wealth Partners reported no remaining Hamilton Lane position as of Q2 2026 after selling out during the quarter.
  • Clark Wealth Partners sold 130 Hamilton Lane shares in Q2 2026, an estimated $13K.
  • Clark Wealth Partners first reported a position in Hamilton Lane in Q2 2025 and held it in 4 quarters.
  • Clark Wealth Partners's Hamilton Lane position peaked at $27.9K in Q2 2025.
  • 353 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.