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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
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 $5.72T 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 $240B 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

JPL Wealth Management's HLNE Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Hamilton Lane (HLNE) in Q1 2026: 34 shares worth $3.38K. The stake represents ﹤0.01% of the portfolio and ranks #797 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in HLNE as recently as Q3 2025.

JPL Wealth Management first reported a position in HLNE in Q3 2025 and has held it in 2 quarters since. 385 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

  • JPL Wealth Management held 34 shares of Hamilton Lane worth $3.38K as of Q1 2026.
  • Hamilton Lane was a new JPL Wealth Management position in Q1 2026.
  • Hamilton Lane made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #797 holding.
  • JPL Wealth Management first reported a position in Hamilton Lane in Q3 2025 and has held it in 2 quarters since.
  • 385 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.