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Morningstar Investment Management’s Hamilton Lane HLNE Stock Holding History

Morningstar Investment Management’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 		$569K Hold
5,726
– – 0.04% 250
2026
Q1 		$569K Buy
+5,726
New +$703K 0.04% 248
2025
Q4 		– Sell
-12,235
Closed -$1.65M – 388
2025
Q3 		$1.65M Buy
+12,235
New +$1.85M 0.06% 282

Other funds holding HLNE

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Morningstar Investment Management's HLNE Position: Q2 2026 in Review

Morningstar Investment Management held its Hamilton Lane (HLNE) position steady in Q2 2026 at 5,726 shares worth $569K. The position accounts for 0.04% of the portfolio, ranked #250.

Morningstar Investment Management first reported a position in HLNE in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.65M in Q3 2025. 139 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Morningstar Investment Management held 5,726 shares of Hamilton Lane worth $569K as of Q2 2026.
  • Morningstar Investment Management left its Hamilton Lane share count unchanged in Q2 2026.
  • Hamilton Lane made up 0.04% of Morningstar Investment Management's portfolio in Q2 2026, its #250 holding.
  • Morningstar Investment Management first reported a position in Hamilton Lane in Q3 2025 and has held it in 3 quarters since.
  • Morningstar Investment Management's Hamilton Lane position peaked at $1.65M in Q3 2025.
  • 139 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.