DiNuzzo Private Wealth’s Hamilton Lane HLNE Stock Holding History

DiNuzzo Private Wealth’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	$395	Sell	5 -1	-17%	-$89	﹤0.01%	1157
2026 Q1	$597	Sell	6 -1	-14%	-$123	﹤0.01%	1036
2025 Q4	$941	Hold	7	–	–	﹤0.01%	892
2025 Q3	$1.08K	Hold	7	–	–	﹤0.01%	850
2025 Q2	$995	Hold	7	–	–	﹤0.01%	859
2025 Q1	$1.04K	Hold	7	–	–	﹤0.01%	806
2024 Q4	$1.04K	Hold	7	–	–	﹤0.01%	835
2024 Q3	$1.18K	Hold	7	–	–	﹤0.01%	800
2024 Q2	$866	Buy	7 +1	+17%	+$117	﹤0.01%	843
2024 Q1	$677	Hold	6	–	–	﹤0.01%	878
2023 Q4	$681	Buy	+6	New	+$567	﹤0.01%	855

Other funds holding HLNE

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return