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Joseph Group Capital Management’s Hamilton Lane HLNE Stock Holding History

Joseph Group Capital 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
2026
Q2 		– Sell
-58
Closed -$5.76K – 401
2026
Q1 		$5.76K Buy
+58
New +$7.12K ﹤0.01% 366

Other funds holding HLNE

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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State Street
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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 $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

Joseph Group Capital Management's HLNE Position: Q2 2026 in Review

Joseph Group Capital Management sold out of Hamilton Lane (HLNE) in Q2 2026, closing a stake of 58 shares — an estimated $5.76K sold.

Joseph Group Capital Management first reported a position in HLNE in Q1 2026 and held it in 1 quarter. The position peaked at $5.76K in Q1 2026. 381 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Joseph Group Capital Management reported no remaining Hamilton Lane position as of Q2 2026 after selling out during the quarter.
  • Joseph Group Capital Management sold 58 Hamilton Lane shares in Q2 2026, an estimated $5.76K.
  • Joseph Group Capital Management first reported a position in Hamilton Lane in Q1 2026 and held it in 1 quarter.
  • Joseph Group Capital Management's Hamilton Lane position peaked at $5.76K in Q1 2026.
  • 381 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.