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Connecticut Wealth Management’s Hamilton Lane HLNE Stock Holding History

Connecticut 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
2026
Q2 		– Sell
-2,235
Closed -$222K – 344
2026
Q1 		$222K Hold
2,235
– – 0.01% 313
2025
Q4 		$300K Hold
2,235
– – 0.01% 267
2025
Q3 		$301K Hold
2,235
– – 0.01% 273
2025
Q2 		$318K Hold
2,235
– – 0.02% 252
2025
Q1 		$332K Hold
2,235
– – 0.02% 250
2024
Q4 		$331K Hold
2,235
– – 0.02% 222
2024
Q3 		$376K Hold
2,235
– – 0.02% 247
2024
Q2 		$276K Buy
+2,235
New +$261K 0.01% 275

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

Connecticut Wealth Management's HLNE Position: Q2 2026 in Review

Connecticut Wealth Management sold out of Hamilton Lane (HLNE) in Q2 2026, closing a stake of 2,235 shares — an estimated $222K sold.

Connecticut Wealth Management first reported a position in HLNE in Q2 2024 and held it in 8 quarters. The position peaked at $376K in Q3 2024. 382 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Connecticut Wealth Management reported no remaining Hamilton Lane position as of Q2 2026 after selling out during the quarter.
  • Connecticut Wealth Management sold 2,235 Hamilton Lane shares in Q2 2026, an estimated $222K.
  • Connecticut Wealth Management first reported a position in Hamilton Lane in Q2 2024 and held it in 8 quarters.
  • Connecticut Wealth Management's Hamilton Lane position peaked at $376K in Q3 2024.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.