Iron Horse Wealth Management’s Hamilton Lane HLNE Stock Holding History

Iron Horse 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 Q2	$12.1K	Hold	85	–	–	﹤0.01%	255
2025 Q1	$12.6K	Hold	85	–	–	﹤0.01%	242
2024 Q4	$12.6K	Hold	85	–	–	﹤0.01%	218
2024 Q3	$14.3K	Hold	85	–	–	﹤0.01%	208
2024 Q2	$10.5K	Hold	85	–	–	﹤0.01%	213
2024 Q1	$9.59K	Hold	85	–	–	﹤0.01%	201
2023 Q4	$9.64K	Hold	85	–	–	﹤0.01%	196
2023 Q3	$7.69K	Buy	+85	New	+$7.57K	﹤0.01%	214

Other funds holding HLNE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Iron Horse Wealth Management's HLNE Position: Q2 2025 in Review

Iron Horse Wealth Management held its Hamilton Lane (HLNE) position steady in Q2 2025 at 85 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Iron Horse Wealth Management first reported a position in HLNE in Q3 2023 and has held it in 8 quarters since. The position peaked at $14.3K in Q3 2024. 393 funds tracked by Wall St. Rank hold HLNE as of Q2 2025.

Iron Horse Wealth Management held 85 shares of Hamilton Lane worth $12.1K as of Q2 2025.
Iron Horse Wealth Management left its Hamilton Lane share count unchanged in Q2 2025.
Hamilton Lane made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #255 holding.
Iron Horse Wealth Management first reported a position in Hamilton Lane in Q3 2023 and has held it in 8 quarters since.
Iron Horse Wealth Management's Hamilton Lane position peaked at $14.3K in Q3 2024.
393 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.