CWM
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
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

Connecticut Wealth Management's HLNE Position: Q1 2026 in Review

Connecticut Wealth Management held its Hamilton Lane (HLNE) position steady in Q1 2026 at 2,235 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #313.

Connecticut Wealth Management first reported a position in HLNE in Q2 2024 and has held it in 8 quarters since. The position peaked at $376K in Q3 2024. 385 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

  • Connecticut Wealth Management held 2,235 shares of Hamilton Lane worth $222K as of Q1 2026.
  • Connecticut Wealth Management left its Hamilton Lane share count unchanged in Q1 2026.
  • Hamilton Lane made up 0.01% of Connecticut Wealth Management's portfolio in Q1 2026, its #313 holding.
  • Connecticut Wealth Management first reported a position in Hamilton Lane in Q2 2024 and has held it in 8 quarters since.
  • Connecticut Wealth Management's Hamilton Lane position peaked at $376K in Q3 2024.
  • 385 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

Based on Connecticut Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.