HFO
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Heritage Family Offices’s Hamilton Lane HLNE Stock Holding History

Heritage Family Offices’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
Q1 		– Sell
-1,983
Closed -$266K – 215
2025
Q4 		$266K Sell
1,983
-178
-8% -$22.4K 0.12% 156
2025
Q3 		$291K Buy
+2,161
New +$326K 0.14% 141

Other funds holding HLNE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Family Offices's HLNE Position: Q1 2026 in Review

Heritage Family Offices sold out of Hamilton Lane (HLNE) in Q1 2026, closing a stake of 1,983 shares — an estimated $266K sold.

Heritage Family Offices first reported a position in HLNE in Q3 2025 and held it in 2 quarters. The position peaked at $291K in Q3 2025. 385 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

  • Heritage Family Offices reported no remaining Hamilton Lane position as of Q1 2026 after selling out during the quarter.
  • Heritage Family Offices sold 1,983 Hamilton Lane shares in Q1 2026, an estimated $266K.
  • Heritage Family Offices first reported a position in Hamilton Lane in Q3 2025 and held it in 2 quarters.
  • Heritage Family Offices's Hamilton Lane position peaked at $291K in Q3 2025.
  • 385 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.