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Integrated Wealth Concepts’s Hamilton Lane HLNE Stock Holding History

Integrated Wealth Concepts’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 		$146K Sell
1,855
-688
-27% -$61.2K ﹤0.01% 2537
2026
Q1 		$253K Buy
+2,543
New +$312K ﹤0.01% 1961
2025
Q3 		– Sell
-5,132
Closed -$729K – 2028
2025
Q2 		$729K Sell
5,132
-887
-15% -$134K 0.01% 1074
2025
Q1 		$896K Buy
6,019
+4,329
+256% +$660K 0.01% 876
2024
Q4 		$250K Sell
1,690
-108
-6% -$19.2K ﹤0.01% 1478
2024
Q3 		$303K Buy
1,798
+106
+6% +$15.3K ﹤0.01% 1343
2024
Q2 		$209K Buy
+1,692
New +$198K ﹤0.01% 1499

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 40.91% 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

Integrated Wealth Concepts's HLNE Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Hamilton Lane (HLNE) stake by 27% in Q2 2026, selling an estimated $61.2K and leaving 1,855 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #2537.

Integrated Wealth Concepts first reported a position in HLNE in Q2 2024 and has held it in 7 quarters since. The position peaked at $896K in Q1 2025. 380 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Integrated Wealth Concepts held 1,855 shares of Hamilton Lane worth $146K as of Q2 2026.
  • Integrated Wealth Concepts sold 688 Hamilton Lane shares in Q2 2026, an estimated $61.2K.
  • Hamilton Lane made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2537 holding.
  • Integrated Wealth Concepts first reported a position in Hamilton Lane in Q2 2024 and has held it in 7 quarters since.
  • Integrated Wealth Concepts's Hamilton Lane position peaked at $896K in Q1 2025.
  • 380 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.