Cornerstone Planning Group
HLNE icon

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
Q3 		– Sell
-219
Closed -$17.8K – 829
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

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Cornerstone Planning Group's HLNE Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Hamilton Lane (HLNE) in Q3 2026, closing a stake of 219 shares — an estimated $17.8K sold.

Cornerstone Planning Group first reported a position in HLNE in Q4 2022 and held it in 8 quarters. The position peaked at $29.4K in Q4 2025. 74 funds tracked by Wall St. Rank hold HLNE as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Hamilton Lane position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 219 Hamilton Lane shares in Q3 2026, an estimated $17.8K.
  • Cornerstone Planning Group first reported a position in Hamilton Lane in Q4 2022 and held it in 8 quarters.
  • Cornerstone Planning Group's Hamilton Lane position peaked at $29.4K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Hamilton Lane as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.