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Grey Fox Wealth Advisors’s Hamilton Lane HLNE Stock Holding History

Grey Fox 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 		– Sell
-2,199
Closed -$220K – 181
2026
Q1 		$220K Hold
2,199
– – 0.04% 132
2025
Q4 		$297K Sell
2,199
-1
-0% -$126 0.06% 110
2025
Q3 		$298K Hold
2,200
– – 0.06% 113
2025
Q2 		$314K Hold
2,200
– – 0.07% 104
2025
Q1 		$328K Buy
+2,200
New +$335K 0.09% 100
2023
Q1 		– Sell
-3,750
Closed -$240K – 538
2022
Q4 		$240K Buy
+3,750
New +$249K 0.16% 79

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

Grey Fox Wealth Advisors's HLNE Position: Q2 2026 in Review

Grey Fox Wealth Advisors sold out of Hamilton Lane (HLNE) in Q2 2026, closing a stake of 2,199 shares — an estimated $220K sold.

Grey Fox Wealth Advisors first reported a position in HLNE in Q4 2022 and held it in 6 quarters. The position peaked at $328K in Q1 2025. 382 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Grey Fox Wealth Advisors reported no remaining Hamilton Lane position as of Q2 2026 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 2,199 Hamilton Lane shares in Q2 2026, an estimated $220K.
  • Grey Fox Wealth Advisors first reported a position in Hamilton Lane in Q4 2022 and held it in 6 quarters.
  • Grey Fox Wealth Advisors's Hamilton Lane position peaked at $328K in Q1 2025.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.