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Elevation Wealth Partners’s Hamilton Lane HLNE Stock Holding History

Elevation Wealth Partners’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
Q3 		$7.38K Sell
85
-76
-47% -$7.08K ﹤0.01% 999
2026
Q2 		$12.7K Buy
161
+110
+216% +$9.78K ﹤0.01% 736
2026
Q1 		$5.07K Buy
+51
New +$6.26K ﹤0.01% 705

Other funds holding HLNE

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Elevation Wealth Partners's HLNE Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Hamilton Lane (HLNE) stake by 47% in Q3 2026, selling an estimated $7.08K and leaving 85 shares worth $7.38K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Elevation Wealth Partners first reported a position in HLNE in Q1 2026 and has held it in 3 quarters since. The position peaked at $12.7K in Q2 2026. 17 funds tracked by Wall St. Rank hold HLNE as of Q3 2026.

  • Elevation Wealth Partners held 85 shares of Hamilton Lane worth $7.38K as of Q3 2026.
  • Elevation Wealth Partners sold 76 Hamilton Lane shares in Q3 2026, an estimated $7.08K.
  • Hamilton Lane made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #999 holding.
  • Elevation Wealth Partners first reported a position in Hamilton Lane in Q1 2026 and has held it in 3 quarters since.
  • Elevation Wealth Partners's Hamilton Lane position peaked at $12.7K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Hamilton Lane as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.