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Global Financial Private Client’s Hamilton Lane HLNE Stock Holding History

Global Financial Private Client’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 		– Sell
-6
Closed -$892 – 812
2025
Q1 		$892 Buy
6
+4
+200% +$610 ﹤0.01% 1097
2024
Q4 		$296 Buy
+2
New +$356 ﹤0.01% 1129

Other funds holding HLNE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
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

Global Financial Private Client's HLNE Position: Q2 2025 in Review

Global Financial Private Client sold out of Hamilton Lane (HLNE) in Q2 2025, closing a stake of 6 shares — an estimated $892 sold.

Global Financial Private Client first reported a position in HLNE in Q4 2024 and held it in 2 quarters. The position peaked at $892 in Q1 2025. 393 funds tracked by Wall St. Rank hold HLNE as of Q2 2025.

  • Global Financial Private Client reported no remaining Hamilton Lane position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 6 Hamilton Lane shares in Q2 2025, an estimated $892.
  • Global Financial Private Client first reported a position in Hamilton Lane in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Hamilton Lane position peaked at $892 in Q1 2025.
  • 393 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.