JFS Wealth Advisors’s Hamilton Lane HLNE Stock Holding History

JFS Wealth Advisors’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	$949	Sell	12 -6	-33%	-$533	﹤0.01%	1824
2026 Q1	$1.79K	Sell	18 -3	-14%	-$368	﹤0.01%	1537
2025 Q4	$2.82K	Buy	21 +6	+40%	+$754	﹤0.01%	1440
2025 Q3	$2.02K	Sell	15 -1	-6%	-$151	﹤0.01%	1439
2025 Q2	$2.27K	Sell	16 -2	-11%	-$301	﹤0.01%	1358
2025 Q1	$2.68K	Hold	18	–	–	﹤0.01%	1357
2024 Q4	$2.67K	Buy	18 +3	+20%	+$535	﹤0.01%	1362
2024 Q3	$2.53K	Buy	15 +1	+7%	+$145	﹤0.01%	1391
2024 Q2	$1.73K	Hold	14	–	–	﹤0.01%	1496
2024 Q1	$1.58K	Hold	14	–	–	﹤0.01%	1527
2023 Q4	$1.59K	Sell	14 -2	-13%	-$189	﹤0.01%	1524
2023 Q3	$1.45K	Buy	16 +4	+33%	+$356	﹤0.01%	1487
2023 Q2	$960	Hold	12	–	–	﹤0.01%	1622
2023 Q1	$888	Sell	12 -4	-25%	-$296	﹤0.01%	1612
2022 Q4	$1.02K	Hold	16	–	–	﹤0.01%	1595
2022 Q3	$1K	Buy	16 +9	+129%	+$636	﹤0.01%	1561
2022 Q2	$0	Sell	7 -5	-42%	-$345	﹤0.01%	1823
2022 Q1	$1K	Buy	12 +7	+140%	+$584	﹤0.01%	1650
2021 Q4	$1K	Buy	+5	New	+$513	﹤0.01%	1394

Other funds holding HLNE

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

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return