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Diversified Trust’s Hamilton Lane HLNE Stock Holding History

Diversified Trust’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
-16,830
Closed -$1.67M – 1156
2026
Q1 		$1.67M Buy
16,830
+3,076
+22% +$378K 0.03% 304
2025
Q4 		$1.85M Buy
13,754
+2,143
+18% +$269K 0.03% 277
2025
Q3 		$1.57M Buy
11,611
+3,313
+40% +$500K 0.03% 308
2025
Q2 		$1.18M Buy
8,298
+2,215
+36% +$334K 0.03% 345
2025
Q1 		$904K Buy
+6,083
New +$927K 0.02% 394

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 40.91% 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

Diversified Trust's HLNE Position: Q2 2026 in Review

Diversified Trust sold out of Hamilton Lane (HLNE) in Q2 2026, closing a stake of 16,830 shares — an estimated $1.67M sold.

Diversified Trust first reported a position in HLNE in Q1 2025 and held it in 5 quarters. The position peaked at $1.85M in Q4 2025. 380 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Diversified Trust reported no remaining Hamilton Lane position as of Q2 2026 after selling out during the quarter.
  • Diversified Trust sold 16,830 Hamilton Lane shares in Q2 2026, an estimated $1.67M.
  • Diversified Trust first reported a position in Hamilton Lane in Q1 2025 and held it in 5 quarters.
  • Diversified Trust's Hamilton Lane position peaked at $1.85M in Q4 2025.
  • 380 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.