CFO
HLNE icon

CVA Family Office’s Hamilton Lane HLNE Stock Holding History

CVA Family Office’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 		– Sell
-27
Closed -$2.68K – 1844
2026
Q1 		$2.68K Buy
27
+23
+575% +$2.82K ﹤0.01% 1442
2025
Q4 		$537 Hold
4
– – ﹤0.01% 1205
2025
Q3 		$539 Hold
4
– – ﹤0.01% 1232
2025
Q2 		$568 Sell
4
-3
-43% -$452 ﹤0.01% 1204
2025
Q1 		$1.04K Buy
7
+3
+75% +$457 ﹤0.01% 1104
2024
Q4 		$592 Hold
4
– – ﹤0.01% 1188
2024
Q3 		$674 Hold
4
– – ﹤0.01% 1130
2024
Q2 		$494 Buy
+4
New +$468 ﹤0.01% 1214

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

CVA Family Office's HLNE Position: Q2 2026 in Review

CVA Family Office sold out of Hamilton Lane (HLNE) in Q2 2026, closing a stake of 27 shares — an estimated $2.68K sold.

CVA Family Office first reported a position in HLNE in Q2 2024 and held it in 8 quarters. The position peaked at $2.68K in Q1 2026. 382 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • CVA Family Office reported no remaining Hamilton Lane position as of Q2 2026 after selling out during the quarter.
  • CVA Family Office sold 27 Hamilton Lane shares in Q2 2026, an estimated $2.68K.
  • CVA Family Office first reported a position in Hamilton Lane in Q2 2024 and held it in 8 quarters.
  • CVA Family Office's Hamilton Lane position peaked at $2.68K in Q1 2026.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.