CA
HLNE icon

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
Q2 		$12.5K Buy
158
+79
+100% +$7.02K ﹤0.01% 1921
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 Buy
69
+32
+86% +$3.03K ﹤0.01% 1101
2023
Q3 		$3.35K Buy
+37
New +$3.3K ﹤0.01% 1136
2022
Q2 		– Sell
-42
Closed -$3K – 1351
2022
Q1 		$3K Buy
+42
New +$3.5K ﹤0.01% 1146

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

Clearstead Advisors's HLNE Position: Q2 2026 in Review

Clearstead Advisors increased its Hamilton Lane (HLNE) stake by 100% in Q2 2026, buying an estimated $7.02K and bringing the position to 158 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1921.

Clearstead Advisors first reported a position in HLNE in Q1 2022 and has held it in 13 quarters since. The position peaked at $116K in Q4 2025. 382 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Clearstead Advisors held 158 shares of Hamilton Lane worth $12.5K as of Q2 2026.
  • Clearstead Advisors bought 79 Hamilton Lane shares in Q2 2026, an estimated $7.02K.
  • Hamilton Lane made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1921 holding.
  • Clearstead Advisors first reported a position in Hamilton Lane in Q1 2022 and has held it in 13 quarters since.
  • Clearstead Advisors's Hamilton Lane position peaked at $116K in Q4 2025.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.