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Continuum Advisory’s Hamilton Lane HLNE Stock Holding History

Continuum Advisory’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 		– Sell
-147
Closed -$21.9K – 904
2025
Q1 		$21.9K Hold
147
– – ﹤0.01% 836
2024
Q4 		$21.8K Hold
147
– – ﹤0.01% 827
2024
Q3 		$28.4K Buy
147
+8
+6% +$1.16K ﹤0.01% 769
2024
Q2 		$17.2K Hold
139
– – ﹤0.01% 820
2024
Q1 		$16.1K Buy
+139
New +$15.7K ﹤0.01% 822

Other funds holding HLNE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 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 $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Continuum Advisory's HLNE Position: Q2 2025 in Review

Continuum Advisory sold out of Hamilton Lane (HLNE) in Q2 2025, closing a stake of 147 shares — an estimated $21.9K sold.

Continuum Advisory first reported a position in HLNE in Q1 2024 and held it in 5 quarters. The position peaked at $28.4K in Q3 2024. 393 funds tracked by Wall St. Rank hold HLNE as of Q2 2025.

  • Continuum Advisory reported no remaining Hamilton Lane position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 147 Hamilton Lane shares in Q2 2025, an estimated $21.9K.
  • Continuum Advisory first reported a position in Hamilton Lane in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's Hamilton Lane position peaked at $28.4K in Q3 2024.
  • 393 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.