EWA
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EverSource Wealth Advisors’s Hamilton Lane HLNE Stock Holding History

EverSource Wealth Advisors’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 		$79.7K Buy
1,010
+288
+40% +$25.6K ﹤0.01% 1501
2026
Q1 		$71.7K Buy
722
+112
+18% +$13.8K ﹤0.01% 1640
2025
Q4 		$81.9K Sell
610
-115
-16% -$14.5K ﹤0.01% 1423
2025
Q3 		$97.7K Sell
725
-269
-27% -$40.6K ﹤0.01% 1294
2025
Q2 		$141K Sell
994
-395
-28% -$59.5K 0.01% 1028
2025
Q1 		$207K Buy
1,389
+1,332
+2,337% +$203K 0.01% 649
2024
Q4 		$8.44K Buy
57
+4
+8% +$713 ﹤0.01% 2089
2024
Q3 		$8.93K Buy
53
+18
+51% +$2.61K ﹤0.01% 1933
2024
Q2 		$5.05K Buy
35
+29
+483% +$3.39K ﹤0.01% 2219
2024
Q1 		$670 Buy
+6
New +$678 ﹤0.01% 2660
2023
Q4 		– Sell
-10
Closed -$904 – 2685
2023
Q3 		$904 Buy
+10
New +$891 ﹤0.01% 2270

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 40.89% 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

EverSource Wealth Advisors's HLNE Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Hamilton Lane (HLNE) stake by 40% in Q2 2026, buying an estimated $25.6K and bringing the position to 1,010 shares worth $79.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

EverSource Wealth Advisors first reported a position in HLNE in Q3 2023 and has held it in 11 quarters since. The position peaked at $207K in Q1 2025. 381 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • EverSource Wealth Advisors held 1,010 shares of Hamilton Lane worth $79.7K as of Q2 2026.
  • EverSource Wealth Advisors bought 288 Hamilton Lane shares in Q2 2026, an estimated $25.6K.
  • Hamilton Lane made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1501 holding.
  • EverSource Wealth Advisors first reported a position in Hamilton Lane in Q3 2023 and has held it in 11 quarters since.
  • EverSource Wealth Advisors's Hamilton Lane position peaked at $207K in Q1 2025.
  • 381 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.