MYIA
HLNE icon

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
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 $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mount Yale Investment Advisors's HLNE Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Hamilton Lane (HLNE) stake by 115% in Q1 2026, buying an estimated $281K and bringing the position to 4,275 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #769.

Mount Yale Investment Advisors first reported a position in HLNE in Q4 2025 and has held it in 2 quarters since. 385 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

  • Mount Yale Investment Advisors held 4,275 shares of Hamilton Lane worth $427K as of Q1 2026.
  • Mount Yale Investment Advisors bought 2,288 Hamilton Lane shares in Q1 2026, an estimated $281K.
  • Hamilton Lane made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #769 holding.
  • Mount Yale Investment Advisors first reported a position in Hamilton Lane in Q4 2025 and has held it in 2 quarters since.
  • 385 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.