LRI Investments’s Hamilton Lane HLNE Stock Holding History

LRI Investments’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	$79	Sell	1 -45	-98%	-$4K	﹤0.01%	1870
2026 Q1	$4.57K	Buy	+46	New	+$5.65K	﹤0.01%	1114
2025 Q4	–	Sell	-385	Closed	-$51.9K	–	1375
2025 Q3	$51.9K	Buy	385 +205	+114%	+$30.9K	﹤0.01%	549
2025 Q2	$25.6K	Sell	180 -302	-63%	-$45.5K	﹤0.01%	660
2025 Q1	$71.7K	Buy	+482	New	+$73.5K	0.01%	478

Other funds holding HLNE

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return