HIA
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Harbor Investment Advisory’s Hamilton Lane HLNE Stock Holding History

Harbor Investment Advisory’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 		$117K Buy
1,350
+620
+85% +$57.8K 0.01% 520
2026
Q2 		$57.5K Buy
+730
New +$64.9K ﹤0.01% 721
2026
Q1 		– Sell
-967
Closed -$130K – 1285
2025
Q4 		$130K Hold
967
– – 0.01% 472
2025
Q3 		$130K Buy
967
+133
+16% +$20.1K 0.01% 458
2025
Q2 		$119K Hold
834
– – 0.01% 464
2025
Q1 		$124K Hold
834
– – 0.01% 431
2024
Q4 		$123K Sell
834
-210
-20% -$37.4K 0.01% 416
2024
Q3 		$176K Hold
1,044
– – 0.02% 363
2024
Q2 		$129K Sell
1,044
-19
-2% -$2.22K 0.01% 398
2024
Q1 		$120K Buy
1,063
+19
+2% +$2.15K 0.01% 412
2023
Q4 		$118K Sell
1,044
-327
-24% -$30.9K 0.01% 393
2023
Q3 		$124K Sell
1,371
-976
-42% -$86.9K 0.02% 372
2023
Q2 		$188K Hold
2,347
– – 0.03% 358
2023
Q1 		$174K Buy
2,347
+136
+6% +$10K 0.03% 374
2022
Q4 		$141K Sell
2,211
-10
-0.5% -$665 0.02% 411
2022
Q3 		$132K Buy
2,221
+126
+6% +$8.9K 0.02% 407
2022
Q2 		$141K Buy
2,095
+215
+11% +$14.8K 0.02% 408
2022
Q1 		$145K Hold
1,880
– – 0.02% 439
2021
Q4 		$195K Sell
1,880
-14
-0.7% -$1.44K 0.02% 378
2021
Q3 		$161K Buy
1,894
+1,269
+203% +$114K 0.02% 410
2021
Q2 		$57K Hold
625
– – 0.01% 671
2021
Q1 		$55K Hold
625
– – 0.01% 651
2020
Q4 		$49K Buy
625
+192
+44% +$13.9K 0.01% 632
2020
Q3 		$28K Buy
433
+222
+105% +$15.2K 0.01% 653
2020
Q2 		$14K Hold
211
– – ﹤0.01% 711
2020
Q1 		$12K Buy
+211
New +$13.2K ﹤0.01% 697

Other funds holding HLNE

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Harbor Investment Advisory's HLNE Position: Q3 2026 in Review

Harbor Investment Advisory increased its Hamilton Lane (HLNE) stake by 85% in Q3 2026, buying an estimated $57.8K and bringing the position to 1,350 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #520.

Harbor Investment Advisory first reported a position in HLNE in Q1 2020 and has held it in 26 quarters since. The position peaked at $195K in Q4 2021. 20 funds tracked by Wall St. Rank hold HLNE as of Q3 2026.

  • Harbor Investment Advisory held 1,350 shares of Hamilton Lane worth $117K as of Q3 2026.
  • Harbor Investment Advisory bought 620 Hamilton Lane shares in Q3 2026, an estimated $57.8K.
  • Hamilton Lane made up 0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #520 holding.
  • Harbor Investment Advisory first reported a position in Hamilton Lane in Q1 2020 and has held it in 26 quarters since.
  • Harbor Investment Advisory's Hamilton Lane position peaked at $195K in Q4 2021.
  • 20 funds tracked by Wall St. Rank held Hamilton Lane as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.