IWC
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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
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 $5.7T 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 $134B 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