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Conservest Capital Advisors’s Hamilton Lane HLNE Stock Holding History

Conservest Capital 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 		– Sell
-2,150
Closed -$214K – 134
2026
Q1 		$214K Hold
2,150
– – 0.02% 122
2025
Q4 		$289K Hold
2,150
– – 0.03% 103
2025
Q3 		$290K Hold
2,150
– – 0.03% 105
2025
Q2 		$306K Hold
2,150
– – 0.03% 99
2025
Q1 		$320K Hold
2,150
– – 0.03% 87
2024
Q4 		$318K Hold
2,150
– – 0.03% 85
2024
Q3 		$242K Hold
2,150
– – 0.02% 96
2024
Q2 		$242K Hold
2,150
– – 0.03% 95
2024
Q1 		$242K Hold
2,150
– – 0.02% 96
2023
Q4 		$244K Buy
+2,150
New +$203K 0.03% 94
2022
Q1 		– Sell
-2,150
Closed -$223K – 91
2021
Q4 		$223K Buy
+2,150
New +$221K 0.02% 84

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

Conservest Capital Advisors's HLNE Position: Q2 2026 in Review

Conservest Capital Advisors sold out of Hamilton Lane (HLNE) in Q2 2026, closing a stake of 2,150 shares — an estimated $214K sold.

Conservest Capital Advisors first reported a position in HLNE in Q4 2021 and held it in 11 quarters. The position peaked at $320K in Q1 2025. 381 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Conservest Capital Advisors reported no remaining Hamilton Lane position as of Q2 2026 after selling out during the quarter.
  • Conservest Capital Advisors sold 2,150 Hamilton Lane shares in Q2 2026, an estimated $214K.
  • Conservest Capital Advisors first reported a position in Hamilton Lane in Q4 2021 and held it in 11 quarters.
  • Conservest Capital Advisors's Hamilton Lane position peaked at $320K in Q1 2025.
  • 381 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.