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Kingsview Wealth Management’s Hamilton Lane HLNE Stock Holding History

Kingsview 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 		$3.97M Buy
+50,385
New +$4.48M 0.05% 374
2025
Q2 		– Sell
-16,943
Closed -$2.52M – 1196
2025
Q1 		$2.52M Buy
16,943
+593
+4% +$90.4K 0.05% 339
2024
Q4 		$2.42M Buy
+16,350
New +$2.91M 0.05% 346

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 $3.38T AUM 44.17% 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 $13.5B AUM 16.58% 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

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

Kingsview Wealth Management opened a new position in Hamilton Lane (HLNE) in Q2 2026: 50,385 shares worth $3.97M. The stake represents 0.05% of the portfolio and ranks #374 among its holdings. This is a return to the name: Kingsview Wealth Management previously reported a position in HLNE as recently as Q1 2025.

Kingsview Wealth Management first reported a position in HLNE in Q4 2024 and has held it in 3 quarters since. 382 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Kingsview Wealth Management held 50,385 shares of Hamilton Lane worth $3.97M as of Q2 2026.
  • Hamilton Lane was a new Kingsview Wealth Management position in Q2 2026.
  • Hamilton Lane made up 0.05% of Kingsview Wealth Management's portfolio in Q2 2026, its #374 holding.
  • Kingsview Wealth Management first reported a position in Hamilton Lane in Q4 2024 and has held it in 3 quarters since.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.