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Fortitude Family Office’s Hamilton Lane HLNE Stock Holding History

Fortitude Family Office’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
Q3 		$50.7K Buy
+584
New +$54.4K 0.01% 440
2026
Q2 		– Sell
-6
Closed -$596 – 2316
2026
Q1 		$596 Buy
+6
New +$737 ﹤0.01% 1665
2025
Q4 		– Sell
-8
Closed -$1.08K – 2009
2025
Q3 		$1.08K Buy
8
+2
+33% +$302 ﹤0.01% 1520
2025
Q2 		$853 Buy
+6
New +$904 ﹤0.01% 1587

Other funds holding HLNE

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Fortitude Family Office's HLNE Position: Q3 2026 in Review

Fortitude Family Office opened a new position in Hamilton Lane (HLNE) in Q3 2026: 584 shares worth $50.7K. The stake represents 0.01% of the portfolio and ranks #440 among its holdings. This is a return to the name: Fortitude Family Office previously reported a position in HLNE as recently as Q1 2026.

Fortitude Family Office first reported a position in HLNE in Q2 2025 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold HLNE as of Q3 2026.

  • Fortitude Family Office held 584 shares of Hamilton Lane worth $50.7K as of Q3 2026.
  • Hamilton Lane was a new Fortitude Family Office position in Q3 2026.
  • Hamilton Lane made up 0.01% of Fortitude Family Office's portfolio in Q3 2026, its #440 holding.
  • Fortitude Family Office first reported a position in Hamilton Lane in Q2 2025 and has held it in 4 quarters since.
  • 37 funds tracked by Wall St. Rank held Hamilton Lane as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.