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
Q2 		$245K Sell
3,110
-303
-9% -$26.9K ﹤0.01% 1286
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 $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

Envestnet Portfolio Solutions's HLNE Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Hamilton Lane (HLNE) stake by 8.9% in Q2 2026, selling an estimated $26.9K and leaving 3,110 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

Envestnet Portfolio Solutions first reported a position in HLNE in Q4 2023 and has held it in 11 quarters since. The position peaked at $689K in Q4 2025. 380 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Envestnet Portfolio Solutions held 3,110 shares of Hamilton Lane worth $245K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 303 Hamilton Lane shares in Q2 2026, an estimated $26.9K.
  • Hamilton Lane made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1286 holding.
  • Envestnet Portfolio Solutions first reported a position in Hamilton Lane in Q4 2023 and has held it in 11 quarters since.
  • Envestnet Portfolio Solutions's Hamilton Lane position peaked at $689K in Q4 2025.
  • 380 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.