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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

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 $3.37T AUM 44.26% 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 $15.3B AUM 25.06% 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

LRI Investments's HLNE Position: Q2 2026 in Review

LRI Investments reduced its Hamilton Lane (HLNE) stake by 98% in Q2 2026, selling an estimated $4K and leaving 1 share worth $79. The position accounts for ﹤0.01% of the portfolio, ranked #1870.

LRI Investments first reported a position in HLNE in Q1 2025 and has held it in 5 quarters since. The position peaked at $71.7K in Q1 2025. 382 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • LRI Investments held 1 share of Hamilton Lane worth $79 as of Q2 2026.
  • LRI Investments sold 45 Hamilton Lane shares in Q2 2026, an estimated $4K.
  • Hamilton Lane made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1870 holding.
  • LRI Investments first reported a position in Hamilton Lane in Q1 2025 and has held it in 5 quarters since.
  • LRI Investments's Hamilton Lane position peaked at $71.7K in Q1 2025.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.