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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
Q2 		$397K Sell
4,994
-5,026
-50% -$447K 0.04% 308
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 0.23% 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 $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 40.91% 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

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

Keebeck Wealth Management reduced its Hamilton Lane (HLNE) stake by 50% in Q2 2026, selling an estimated $447K and leaving 4,994 shares worth $397K. The position accounts for 0.04% of the portfolio, ranked #308.

Keebeck Wealth Management first reported a position in HLNE in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.17M in Q3 2024. 380 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Keebeck Wealth Management held 4,994 shares of Hamilton Lane worth $397K as of Q2 2026.
  • Keebeck Wealth Management sold 5,026 Hamilton Lane shares in Q2 2026, an estimated $447K.
  • Hamilton Lane made up 0.04% of Keebeck Wealth Management's portfolio in Q2 2026, its #308 holding.
  • Keebeck Wealth Management first reported a position in Hamilton Lane in Q1 2023 and has held it in 14 quarters since.
  • Keebeck Wealth Management's Hamilton Lane position peaked at $2.17M in Q3 2024.
  • 380 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.