LAM
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Lifestyle Asset Management’s Hamilton Lane HLNE Stock Holding History

Lifestyle 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
2025
Q2 		– Sell
-1,636
Closed -$243K – 133
2025
Q1 		$243K Buy
1,636
+121
+8% +$18.4K 0.13% 96
2024
Q4 		$224K Buy
1,515
+84
+6% +$15K 0.12% 99
2024
Q3 		$241K Buy
+1,431
New +$207K 0.13% 91

Other funds holding HLNE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Lifestyle Asset Management's HLNE Position: Q2 2025 in Review

Lifestyle Asset Management sold out of Hamilton Lane (HLNE) in Q2 2025, closing a stake of 1,636 shares — an estimated $243K sold.

Lifestyle Asset Management first reported a position in HLNE in Q3 2024 and held it in 3 quarters. The position peaked at $243K in Q1 2025. 393 funds tracked by Wall St. Rank hold HLNE as of Q2 2025.

  • Lifestyle Asset Management reported no remaining Hamilton Lane position as of Q2 2025 after selling out during the quarter.
  • Lifestyle Asset Management sold 1,636 Hamilton Lane shares in Q2 2025, an estimated $243K.
  • Lifestyle Asset Management first reported a position in Hamilton Lane in Q3 2024 and held it in 3 quarters.
  • Lifestyle Asset Management's Hamilton Lane position peaked at $243K in Q1 2025.
  • 393 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2025.

Based on Lifestyle Asset Management's 13F filing for Q2 2025, filed 9 Jul 2025.