CA
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Clearstead Advisors’s Hamilton Lane HLNE Stock Holding History

Clearstead 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
Q1 		$7.85K Sell
79
-788
-91% -$96.8K ﹤0.01% 1653
2025
Q4 		$116K Buy
867
+763
+734% +$95.9K ﹤0.01% 1087
2025
Q3 		$14K Sell
104
-67
-39% -$10.1K ﹤0.01% 1799
2025
Q2 		$24.3K Buy
171
+10
+6% +$1.51K ﹤0.01% 1539
2025
Q1 		$23.9K Hold
161
– – ﹤0.01% 1369
2024
Q4 		$23.8K Hold
161
– – ﹤0.01% 1331
2024
Q3 		$27.1K Hold
161
– – ﹤0.01% 1346
2024
Q2 		$19.9K Buy
161
+92
+133% +$10.8K ﹤0.01% 1380
2024
Q1 		$7.92K Hold
69
– – ﹤0.01% 1100
2023
Q4 		$7.83K Sell
69
-5
-7% -$473 ﹤0.01% 1101
2023
Q3 		$6.69K Buy
+74
New +$6.59K ﹤0.01% 1171
2022
Q2 		– Sell
-42
Closed -$3K – 1351
2022
Q1 		$3K Buy
+42
New +$3.5K ﹤0.01% 1146

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VPM
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VCM
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WA
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State Street
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Millennium Management
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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