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Congress Wealth Management’s Hamilton Lane HLNE Stock Holding History

Congress Wealth Management’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
2025
Q2 		$564K Sell
3,965
-26
-0.7% -$3.92K 0.01% 883
2025
Q1 		$593K Buy
3,991
+5
+0.1% +$762 0.01% 764
2024
Q4 		$590K Buy
3,986
+123
+3% +$21.9K 0.01% 602
2024
Q3 		$650K Hold
3,863
– – 0.01% 590
2024
Q2 		$477K Buy
+3,863
New +$452K 0.01% 543

Other funds holding HLNE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Congress Wealth Management's HLNE Position: Q2 2025 in Review

Congress Wealth Management reduced its Hamilton Lane (HLNE) stake by 0.65% in Q2 2025, selling an estimated $3.92K and leaving 3,965 shares worth $564K. The position accounts for 0.01% of the portfolio, ranked #883.

Congress Wealth Management first reported a position in HLNE in Q2 2024 and has held it in 5 quarters since. The position peaked at $650K in Q3 2024. 394 funds tracked by Wall St. Rank hold HLNE as of Q2 2025.

  • Congress Wealth Management held 3,965 shares of Hamilton Lane worth $564K as of Q2 2025.
  • Congress Wealth Management sold 26 Hamilton Lane shares in Q2 2025, an estimated $3.92K.
  • Hamilton Lane made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #883 holding.
  • Congress Wealth Management first reported a position in Hamilton Lane in Q2 2024 and has held it in 5 quarters since.
  • Congress Wealth Management's Hamilton Lane position peaked at $650K in Q3 2024.
  • 394 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.