MSWA
HLNE icon

Marshall & Sterling Wealth Advisors’s Hamilton Lane HLNE Stock Holding History

Marshall & Sterling Wealth 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
2025
Q4 		– Sell
-82
Closed -$11.1K – 472
2025
Q3 		$11.1K Hold
82
– – 0.01% 328
2025
Q2 		$11.7K Buy
82
+31
+61% +$4.67K 0.01% 308
2025
Q1 		$7.58K Buy
+51
New +$7.77K 0.01% 379

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's HLNE Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Hamilton Lane (HLNE) in Q4 2025, closing a stake of 82 shares — an estimated $11.1K sold.

Marshall & Sterling Wealth Advisors first reported a position in HLNE in Q1 2025 and held it in 3 quarters. The position peaked at $11.7K in Q2 2025. 387 funds tracked by Wall St. Rank hold HLNE as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Hamilton Lane position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 82 Hamilton Lane shares in Q4 2025, an estimated $11.1K.
  • Marshall & Sterling Wealth Advisors first reported a position in Hamilton Lane in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Hamilton Lane position peaked at $11.7K in Q2 2025.
  • 387 funds tracked by Wall St. Rank held Hamilton Lane as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.