KWM
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Keebeck Wealth Management’s Hamilton Lane HLNE Stock Holding History

Keebeck 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 		$1M Hold
10,020
– – 0.11% 158
2025
Q4 		$1.35M Sell
10,020
-2,195
-18% -$276K 0.16% 134
2025
Q3 		$1.65M Sell
12,215
-350
-3% -$52.8K 0.2% 121
2025
Q2 		$1.79M Sell
12,565
-105
-0.8% -$15.8K 0.24% 107
2025
Q1 		$1.89M Sell
12,670
-90
-0.7% -$13.7K 0.28% 98
2024
Q4 		$1.9M Sell
12,760
-85
-0.7% -$15.1K 0.27% 94
2024
Q3 		$2.17M Sell
12,845
-567
-4% -$82.1K 0.31% 83
2024
Q2 		$1.66M Sell
13,412
-4,342
-24% -$508K 0.24% 102
2024
Q1 		$2.01M Buy
17,754
+806
+5% +$91K 0.3% 91
2023
Q4 		$1.93M Buy
16,948
+3,542
+26% +$335K 0.32% 84
2023
Q3 		$1.22M Buy
13,406
+1,306
+11% +$116K 0.21% 110
2023
Q2 		$972K Buy
12,100
+6,774
+127% +$487K 0.13% 130
2023
Q1 		$396K Buy
+5,326
New +$394K 0.06% 180

Other funds holding HLNE

BlackRock
BlackRock New York $5.7T 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 $134B 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