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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 		– Sell
-2,543
Closed -$253K – 2468
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 $3.38T AUM 44.17% 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 $13.5B AUM 16.58% 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 sold out of Hamilton Lane (HLNE) in Q2 2026, closing a stake of 2,543 shares — an estimated $253K sold.

Integrated Wealth Concepts first reported a position in HLNE in Q2 2024 and held it in 6 quarters. The position peaked at $896K in Q1 2025. 382 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining Hamilton Lane position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 2,543 Hamilton Lane shares in Q2 2026, an estimated $253K.
  • Integrated Wealth Concepts first reported a position in Hamilton Lane in Q2 2024 and held it in 6 quarters.
  • Integrated Wealth Concepts's Hamilton Lane position peaked at $896K in Q1 2025.
  • 382 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.