MassMutual Private Wealth & Trust’s Hamilton Lane HLNE Stock Holding History

MassMutual Private Wealth & Trust’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	$9.14K	Sell	116 -13	-10%	-$1.16K	﹤0.01%	1440
2026 Q1	$12.8K	Sell	129 -9	-7%	-$1.1K	﹤0.01%	1268
2025 Q4	$18.5K	Buy	138 +25	+22%	+$3.14K	﹤0.01%	1151
2025 Q3	$15.2K	Hold	113	–	–	﹤0.01%	1227
2025 Q2	$16.1K	Sell	113 -63	-36%	-$9.5K	﹤0.01%	1191
2025 Q1	$26.2K	Buy	176 +126	+252%	+$19.2K	﹤0.01%	930
2024 Q4	$7.4K	Buy	50 +15	+43%	+$2.67K	﹤0.01%	1379
2024 Q3	$5.89K	Buy	35 +16	+84%	+$2.32K	﹤0.01%	1312
2024 Q2	$2.35K	Buy	+19	New	+$2.22K	﹤0.01%	1574
2023 Q4	–	Sell	-25	Closed	-$2.26K	–	2011
2023 Q3	$2.26K	Buy	+25	New	+$2.23K	﹤0.01%	1472
2022 Q3	–	Sell	-3	Closed	-$212	–	1700
2022 Q2	$0	Buy	+3	New	+$207	﹤0.01%	1604

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