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Diversify Advisory Services’s Hamilton Lane HLNE Stock Holding History

Diversify Advisory Services’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 		– Sell
-8,532
Closed -$1.3M – 489
2025
Q4 		$1.3M Buy
8,532
+1,247
+17% +$157K 0.04% 323
2025
Q3 		$837K Buy
7,285
+3,723
+105% +$562K 0.03% 413
2025
Q2 		$565K Buy
+3,562
New +$537K 0.02% 494

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Diversify Advisory Services's HLNE Position: Q1 2026 in Review

Diversify Advisory Services sold out of Hamilton Lane (HLNE) in Q1 2026, closing a stake of 8,532 shares — an estimated $1.3M sold.

Diversify Advisory Services first reported a position in HLNE in Q2 2025 and held it in 3 quarters. The position peaked at $1.3M in Q4 2025. 388 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

  • Diversify Advisory Services reported no remaining Hamilton Lane position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 8,532 Hamilton Lane shares in Q1 2026, an estimated $1.3M.
  • Diversify Advisory Services first reported a position in Hamilton Lane in Q2 2025 and held it in 3 quarters.
  • Diversify Advisory Services's Hamilton Lane position peaked at $1.3M in Q4 2025.
  • 388 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.