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Mount Yale Investment Advisors’s Hamilton Lane HLNE Stock Holding History

Mount Yale Investment 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 		$318K Sell
4,008
-267
-6% -$23.7K 0.01% 958
2026
Q1 		$427K Buy
4,275
+2,288
+115% +$281K 0.01% 769
2025
Q4 		$268K Buy
+1,987
New +$250K 0.01% 621

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's HLNE Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Hamilton Lane (HLNE) stake by 6.2% in Q2 2026, selling an estimated $23.7K and leaving 4,008 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #958.

Mount Yale Investment Advisors first reported a position in HLNE in Q4 2025 and has held it in 3 quarters since. The position peaked at $427K in Q1 2026. 382 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Mount Yale Investment Advisors held 4,008 shares of Hamilton Lane worth $318K as of Q2 2026.
  • Mount Yale Investment Advisors sold 267 Hamilton Lane shares in Q2 2026, an estimated $23.7K.
  • Hamilton Lane made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #958 holding.
  • Mount Yale Investment Advisors first reported a position in Hamilton Lane in Q4 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's Hamilton Lane position peaked at $427K in Q1 2026.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.