Creative Planning
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Creative Planning’s Hamilton Lane HLNE Stock Holding History

Creative Planning’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
Q1 		$2.08M Sell
20,888
-1,049
-5% -$129K ﹤0.01% 1859
2025
Q4 		$2.95M Buy
21,937
+8,707
+66% +$1.09M ﹤0.01% 1391
2025
Q3 		$1.78M Buy
13,230
+2,896
+28% +$437K ﹤0.01% 1636
2025
Q2 		$1.47M Sell
10,334
-548
-5% -$82.6K ﹤0.01% 1554
2025
Q1 		$1.62M Sell
10,882
-54,825
-83% -$8.36M ﹤0.01% 1349
2024
Q4 		$9.73M Sell
65,707
-894
-1% -$159K 0.01% 454
2024
Q3 		$11.2M Buy
66,601
+3,829
+6% +$554K 0.01% 405
2024
Q2 		$7.76M Buy
62,772
+3,147
+5% +$368K 0.01% 486
2024
Q1 		$6.72M Sell
59,625
-16,262
-21% -$1.84M 0.01% 521
2023
Q4 		$8.61M Buy
75,887
+1,632
+2% +$154K 0.02% 414
2023
Q3 		$6.72M Buy
74,255
+1,093
+1% +$97.4K 0.01% 449
2023
Q2 		$5.85M Sell
73,162
-15
-0% -$1.08K 0.01% 478
2023
Q1 		$5.41M Buy
73,177
+467
+0.6% +$34.5K 0.01% 486
2022
Q4 		$4.64M Sell
72,710
-294
-0.4% -$19.6K 0.01% 510
2022
Q3 		$4.35M Sell
73,004
-617
-0.8% -$43.6K 0.01% 467
2022
Q2 		$4.95M Buy
73,621
+346
+0.5% +$23.8K 0.01% 452
2022
Q1 		$5.66M Buy
73,275
+35
+0% +$2.92K 0.01% 424
2021
Q4 		$7.59M Sell
73,240
-11,000
-13% -$1.13M 0.01% 334
2021
Q3 		$7.14M Hold
84,240
– – 0.01% 331
2021
Q2 		$7.68M Hold
84,240
– – 0.01% 310
2021
Q1 		$7.46M Sell
84,240
-11,000
-12% -$929K 0.02% 324
2020
Q4 		$7.43M Sell
95,240
-21,465
-18% -$1.56M 0.02% 308
2020
Q3 		$7.54M Sell
116,705
-4,508
-4% -$308K 0.02% 257
2020
Q2 		$8.17M Sell
121,213
-73,885
-38% -$4.65M 0.02% 211
2020
Q1 		$10.8M Buy
+195,098
New +$12.2M 0.04% 161

Other funds holding HLNE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's HLNE Position: Q1 2026 in Review

Creative Planning reduced its Hamilton Lane (HLNE) stake by 4.8% in Q1 2026, selling an estimated $129K and leaving 20,888 shares worth $2.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1859.

Creative Planning first reported a position in HLNE in Q1 2020 and has held it in 25 quarters since. The position peaked at $11.2M in Q3 2024. 385 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

  • Creative Planning held 20,888 shares of Hamilton Lane worth $2.08M as of Q1 2026.
  • Creative Planning sold 1,049 Hamilton Lane shares in Q1 2026, an estimated $129K.
  • Hamilton Lane made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1859 holding.
  • Creative Planning first reported a position in Hamilton Lane in Q1 2020 and has held it in 25 quarters since.
  • Creative Planning's Hamilton Lane position peaked at $11.2M in Q3 2024.
  • 385 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.