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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
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

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

Elevation Wealth Partners's HLNE Position: Q2 2026 in Review

Elevation Wealth Partners increased its Hamilton Lane (HLNE) stake by 216% in Q2 2026, buying an estimated $9.78K and bringing the position to 161 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Elevation Wealth Partners first reported a position in HLNE in Q1 2026 and has held it in 2 quarters since. 380 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Elevation Wealth Partners held 161 shares of Hamilton Lane worth $12.7K as of Q2 2026.
  • Elevation Wealth Partners bought 110 Hamilton Lane shares in Q2 2026, an estimated $9.78K.
  • Hamilton Lane made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #736 holding.
  • Elevation Wealth Partners first reported a position in Hamilton Lane in Q1 2026 and has held it in 2 quarters since.
  • 380 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.