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Cornerstone Planning Group’s Hamilton Lane HLNE Stock Holding History

Cornerstone Planning Group’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 		$17.8K Buy
219
+20
+10% +$1.78K ﹤0.01% 708
2026
Q1 		$18.4K Buy
199
+1
+0.5% +$123 ﹤0.01% 700
2025
Q4 		$29.4K Buy
198
+1
+0.5% +$126 ﹤0.01% 481
2025
Q3 		$22.5K Buy
197
+153
+348% +$23.1K ﹤0.01% 544
2025
Q2 		$6.92K Sell
44
-35
-44% -$5.28K ﹤0.01% 646
2025
Q1 		$11.4K Buy
+79
New +$12K ﹤0.01% 532
2023
Q3 		– Sell
-67
Closed -$5.36K – 1251
2023
Q2 		$5.36K Buy
+67
New +$4.81K ﹤0.01% 873
2022
Q4 		$4.81K Buy
+67
New +$4.46K ﹤0.01% 909

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

Cornerstone Planning Group's HLNE Position: Q2 2026 in Review

Cornerstone Planning Group increased its Hamilton Lane (HLNE) stake by 10% in Q2 2026, buying an estimated $1.78K and bringing the position to 219 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Cornerstone Planning Group first reported a position in HLNE in Q4 2022 and has held it in 8 quarters since. The position peaked at $29.4K in Q4 2025. 382 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Cornerstone Planning Group held 219 shares of Hamilton Lane worth $17.8K as of Q2 2026.
  • Cornerstone Planning Group bought 20 Hamilton Lane shares in Q2 2026, an estimated $1.78K.
  • Hamilton Lane made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #708 holding.
  • Cornerstone Planning Group first reported a position in Hamilton Lane in Q4 2022 and has held it in 8 quarters since.
  • Cornerstone Planning Group's Hamilton Lane position peaked at $29.4K in Q4 2025.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.