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JPL Wealth Management’s Hamilton Lane HLNE Stock Holding History

JPL 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
2026
Q2 		$1.58K Sell
20
-14
-41% -$1.25K ﹤0.01% 1155
2026
Q1 		$3.38K Buy
+34
New +$4.17K ﹤0.01% 797
2025
Q4 		– Sell
-20
Closed -$2.7K – 558
2025
Q3 		$2.7K Buy
+20
New +$3.02K ﹤0.01% 800

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 $3.37T AUM 44.26% 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 $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

JPL Wealth Management's HLNE Position: Q2 2026 in Review

JPL Wealth Management reduced its Hamilton Lane (HLNE) stake by 41% in Q2 2026, selling an estimated $1.25K and leaving 20 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

JPL Wealth Management first reported a position in HLNE in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.38K in Q1 2026. 382 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • JPL Wealth Management held 20 shares of Hamilton Lane worth $1.58K as of Q2 2026.
  • JPL Wealth Management sold 14 Hamilton Lane shares in Q2 2026, an estimated $1.25K.
  • Hamilton Lane made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1155 holding.
  • JPL Wealth Management first reported a position in Hamilton Lane in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Hamilton Lane position peaked at $3.38K in Q1 2026.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.