EWA
HLNE icon

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
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 $5.72T 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 $240B 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