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Diversify Wealth Management’s Hamilton Lane HLNE Stock Holding History

Diversify Wealth Management’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
-11,604
Closed -$1.03M – 1314
2026
Q1 		$1.03M Buy
+11,604
New +$1.42M 0.02% 592

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

Diversify Wealth Management's HLNE Position: Q2 2026 in Review

Diversify Wealth Management sold out of Hamilton Lane (HLNE) in Q2 2026, closing a stake of 11,604 shares — an estimated $1.03M sold.

Diversify Wealth Management first reported a position in HLNE in Q1 2026 and held it in 1 quarter. The position peaked at $1.03M in Q1 2026. 382 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Diversify Wealth Management reported no remaining Hamilton Lane position as of Q2 2026 after selling out during the quarter.
  • Diversify Wealth Management sold 11,604 Hamilton Lane shares in Q2 2026, an estimated $1.03M.
  • Diversify Wealth Management first reported a position in Hamilton Lane in Q1 2026 and held it in 1 quarter.
  • Diversify Wealth Management's Hamilton Lane position peaked at $1.03M in Q1 2026.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.