First Horizon Advisors’s Hamilton Lane HLNE Stock Holding History

First Horizon 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
2025 Q2	$80.7K	Sell	568 -154	-21%	-$23.2K	﹤0.01%	787
2025 Q1	$107K	Buy	722 +23	+3%	+$3.5K	﹤0.01%	666
2024 Q4	$103K	Buy	699 +19	+3%	+$3.39K	﹤0.01%	682
2024 Q3	$115K	Buy	680 +44	+7%	+$6.37K	﹤0.01%	682
2024 Q2	$78.6K	Buy	636 +9	+1%	+$1.05K	﹤0.01%	748
2024 Q1	$70.7K	Buy	627 +105	+20%	+$11.9K	﹤0.01%	799
2023 Q4	$59.2K	Hold	522	–	–	﹤0.01%	846
2023 Q3	$47.2K	Hold	522	–	–	﹤0.01%	879
2023 Q2	$41.7K	Sell	522 -20	-4%	-$1.44K	﹤0.01%	964
2023 Q1	$40.1K	Hold	542	–	–	﹤0.01%	988
2022 Q4	$34.6K	Sell	542 -8	-1%	-$532	﹤0.01%	1020
2022 Q3	$32K	Sell	550 -777	-59%	-$54.9K	﹤0.01%	1027
2022 Q2	$88K	Buy	1,327 +1,263	+1,973%	+$87K	﹤0.01%	731
2022 Q1	$5K	Buy	+64	New	+$5.34K	﹤0.01%	1292

Other funds holding HLNE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

First Horizon Advisors's HLNE Position: Q2 2025 in Review

First Horizon Advisors reduced its Hamilton Lane (HLNE) stake by 21% in Q2 2025, selling an estimated $23.2K and leaving 568 shares worth $80.7K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

First Horizon Advisors first reported a position in HLNE in Q1 2022 and has held it in 14 quarters since. The position peaked at $115K in Q3 2024. 393 funds tracked by Wall St. Rank hold HLNE as of Q2 2025.

First Horizon Advisors held 568 shares of Hamilton Lane worth $80.7K as of Q2 2025.
First Horizon Advisors sold 154 Hamilton Lane shares in Q2 2025, an estimated $23.2K.
Hamilton Lane made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #787 holding.
First Horizon Advisors first reported a position in Hamilton Lane in Q1 2022 and has held it in 14 quarters since.
First Horizon Advisors's Hamilton Lane position peaked at $115K in Q3 2024.
393 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.