Legacy Wealth Asset Management’s Hamilton Lane HLNE Stock Holding History

Legacy Wealth Asset 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 Q3	$206K	Buy	+2,373	New	+$221K	0.05%	346

Other funds holding HLNE

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Legacy Wealth Asset Management's HLNE Position: Q3 2026 in Review

Legacy Wealth Asset Management opened a new position in Hamilton Lane (HLNE) in Q3 2026: 2,373 shares worth $206K. The stake represents 0.05% of the portfolio and ranks #346 among its holdings.

20 funds tracked by Wall St. Rank hold HLNE as of Q3 2026.

Legacy Wealth Asset Management held 2,373 shares of Hamilton Lane worth $206K as of Q3 2026.
Hamilton Lane was a new Legacy Wealth Asset Management position in Q3 2026.
Hamilton Lane made up 0.05% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #346 holding.
20 funds tracked by Wall St. Rank held Hamilton Lane as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.