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Laurel Wealth Advisors (North Carolina)’s Hamilton Lane HLNE Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-10
Closed -$1.34K – 386
2025
Q4 		$1.34K Buy
+10
New +$1.26K ﹤0.01% 626
2025
Q2 		– Sell
-10
Closed -$1.49K – 391
2025
Q1 		$1.49K Hold
10
– – ﹤0.01% 611
2024
Q4 		$1.48K Hold
10
– – ﹤0.01% 638
2024
Q3 		$1.68K Buy
+10
New +$1.45K ﹤0.01% 594

Other funds holding HLNE

BlackRock
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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
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s HLNE Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Hamilton Lane (HLNE) in Q1 2026, closing a stake of 10 shares — an estimated $1.34K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in HLNE in Q3 2024 and held it in 4 quarters. The position peaked at $1.68K in Q3 2024. 390 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Hamilton Lane position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 10 Hamilton Lane shares in Q1 2026, an estimated $1.34K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Hamilton Lane in Q3 2024 and held it in 4 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Hamilton Lane position peaked at $1.68K in Q3 2024.
  • 390 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.