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LVW Advisors’s Hamilton Lane HLNE Stock Holding History

LVW Advisors’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 		– Sell
-2,787
Closed -$277K – 478
2026
Q1 		$277K Buy
2,787
+476
+21% +$58.4K 0.03% 351
2025
Q4 		$310K Sell
2,311
-130
-5% -$16.3K 0.03% 270
2025
Q3 		$329K Sell
2,441
-353
-13% -$53.3K 0.03% 261
2025
Q2 		$397K Buy
+2,794
New +$421K 0.04% 219

Other funds holding HLNE

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

LVW Advisors's HLNE Position: Q2 2026 in Review

LVW Advisors sold out of Hamilton Lane (HLNE) in Q2 2026, closing a stake of 2,787 shares — an estimated $277K sold.

LVW Advisors first reported a position in HLNE in Q2 2025 and held it in 4 quarters. The position peaked at $397K in Q2 2025. 103 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • LVW Advisors reported no remaining Hamilton Lane position as of Q2 2026 after selling out during the quarter.
  • LVW Advisors sold 2,787 Hamilton Lane shares in Q2 2026, an estimated $277K.
  • LVW Advisors first reported a position in Hamilton Lane in Q2 2025 and held it in 4 quarters.
  • LVW Advisors's Hamilton Lane position peaked at $397K in Q2 2025.
  • 103 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.