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MPWM Advisory Solutions’s Hamilton Lane HLNE Stock Holding History

MPWM Advisory Solutions’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
Q2 		– Sell
-8
Closed -$1.19K – 631
2025
Q1 		$1.19K Hold
8
– – ﹤0.01% 513
2024
Q4 		$1.18K Buy
+8
New +$1.43K ﹤0.01% 523

Other funds holding HLNE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

MPWM Advisory Solutions's HLNE Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of Hamilton Lane (HLNE) in Q2 2025, closing a stake of 8 shares — an estimated $1.19K sold.

MPWM Advisory Solutions first reported a position in HLNE in Q4 2024 and held it in 2 quarters. The position peaked at $1.19K in Q1 2025. 393 funds tracked by Wall St. Rank hold HLNE as of Q2 2025.

  • MPWM Advisory Solutions reported no remaining Hamilton Lane position as of Q2 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 8 Hamilton Lane shares in Q2 2025, an estimated $1.19K.
  • MPWM Advisory Solutions first reported a position in Hamilton Lane in Q4 2024 and held it in 2 quarters.
  • MPWM Advisory Solutions's Hamilton Lane position peaked at $1.19K in Q1 2025.
  • 393 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.