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Hemington Wealth Management’s Hamilton Lane HLNE Stock Holding History

Hemington Wealth Management’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
Q3 		$3K Buy
28
+1
+4% +$151 ﹤0.01% 1258
2025
Q2 		$3K Buy
27
+4
+17% +$603 ﹤0.01% 1238
2025
Q1 		$3K Buy
23
+8
+53% +$1.22K ﹤0.01% 1194
2024
Q4 		$2K Buy
15
+6
+67% +$1.07K ﹤0.01% 1272
2024
Q3 		$1K Buy
+9
New +$1.3K ﹤0.01% 1327

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hemington Wealth Management's HLNE Position: Q3 2025 in Review

Hemington Wealth Management increased its Hamilton Lane (HLNE) stake by 3.7% in Q3 2025, buying an estimated $151 and bringing the position to 28 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

Hemington Wealth Management first reported a position in HLNE in Q3 2024 and has held it in 5 quarters since. 382 funds tracked by Wall St. Rank hold HLNE as of Q3 2025.

  • Hemington Wealth Management held 28 shares of Hamilton Lane worth $3K as of Q3 2025.
  • Hemington Wealth Management bought 1 Hamilton Lane share in Q3 2025, an estimated $151.
  • Hamilton Lane made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1258 holding.
  • Hemington Wealth Management first reported a position in Hamilton Lane in Q3 2024 and has held it in 5 quarters since.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.