Corient Private Wealth
HLNE icon

Corient Private Wealth’s Hamilton Lane HLNE Stock Holding History

Corient Private Wealth’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 		$1.18M Sell
15,021
-14,400
-49% -$1.28M ﹤0.01% 1708
2026
Q1 		$2.92M Buy
29,421
+27,296
+1,285% +$3.35M ﹤0.01% 1066
2025
Q4 		$286K Sell
2,125
-930
-30% -$117K ﹤0.01% 2203
2025
Q3 		$412K Buy
+3,055
New +$461K ﹤0.01% 1922

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

Corient Private Wealth's HLNE Position: Q2 2026 in Review

Corient Private Wealth reduced its Hamilton Lane (HLNE) stake by 49% in Q2 2026, selling an estimated $1.28M and leaving 15,021 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1708.

Corient Private Wealth first reported a position in HLNE in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.92M in Q1 2026. 381 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Corient Private Wealth held 15,021 shares of Hamilton Lane worth $1.18M as of Q2 2026.
  • Corient Private Wealth sold 14,400 Hamilton Lane shares in Q2 2026, an estimated $1.28M.
  • Hamilton Lane made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1708 holding.
  • Corient Private Wealth first reported a position in Hamilton Lane in Q3 2025 and has held it in 4 quarters since.
  • Corient Private Wealth's Hamilton Lane position peaked at $2.92M in Q1 2026.
  • 381 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.