Envestnet Portfolio Solutions
HLNE icon

Envestnet Portfolio Solutions’s Hamilton Lane HLNE Stock Holding History

Envestnet Portfolio Solutions’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 		$339K Sell
3,413
-1,717
-33% -$211K ﹤0.01% 1058
2025
Q4 		$689K Buy
5,130
+1,508
+42% +$190K ﹤0.01% 920
2025
Q3 		$488K Sell
3,622
-522
-13% -$78.7K ﹤0.01% 1043
2025
Q2 		$589K Buy
4,144
+2,232
+117% +$336K ﹤0.01% 1022
2025
Q1 		$284K Buy
1,912
+36
+2% +$5.49K ﹤0.01% 1318
2024
Q4 		$278K Sell
1,876
-108
-5% -$19.2K ﹤0.01% 1540
2024
Q3 		$334K Sell
1,984
-118
-6% -$17.1K ﹤0.01% 1387
2024
Q2 		$260K Buy
2,102
+36
+2% +$4.21K ﹤0.01% 1456
2024
Q1 		$233K Sell
2,066
-20
-1% -$2.26K ﹤0.01% 1481
2023
Q4 		$237K Buy
+2,086
New +$197K ﹤0.01% 1418

Other funds holding HLNE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return