Creative Planning
HLNE icon

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
Q2 		$4.55M Buy
57,711
+36,823
+176% +$3.27M ﹤0.01% 1482
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 $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 $3.38T AUM 44.17% 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 $13.5B AUM 16.58% 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

Creative Planning's HLNE Position: Q2 2026 in Review

Creative Planning increased its Hamilton Lane (HLNE) stake by 176% in Q2 2026, buying an estimated $3.27M and bringing the position to 57,711 shares worth $4.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

Creative Planning first reported a position in HLNE in Q1 2020 and has held it in 26 quarters since. The position peaked at $11.2M in Q3 2024. 382 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Creative Planning held 57,711 shares of Hamilton Lane worth $4.55M as of Q2 2026.
  • Creative Planning bought 36,823 Hamilton Lane shares in Q2 2026, an estimated $3.27M.
  • Hamilton Lane made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1482 holding.
  • Creative Planning first reported a position in Hamilton Lane in Q1 2020 and has held it in 26 quarters since.
  • Creative Planning's Hamilton Lane position peaked at $11.2M in Q3 2024.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.