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NewEdge Wealth’s Hamilton Lane HLNE Stock Holding History

NewEdge Wealth’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 		$1.72M Sell
21,836
-3,997
-15% -$355K 0.02% 499
2026
Q1 		$2.57M Buy
25,833
+9,294
+56% +$1.14M 0.03% 361
2025
Q4 		$2.22M Sell
16,539
-1,717
-9% -$216K 0.03% 424
2025
Q3 		$2.26M Sell
18,256
-949
-5% -$143K 0.03% 366
2025
Q2 		$2.94M Buy
+19,205
New +$2.9M 0.05% 302

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 $3.37T AUM 44.26% 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 40.91% 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

NewEdge Wealth's HLNE Position: Q2 2026 in Review

NewEdge Wealth reduced its Hamilton Lane (HLNE) stake by 15% in Q2 2026, selling an estimated $355K and leaving 21,836 shares worth $1.72M. The position accounts for 0.02% of the portfolio, ranked #499.

NewEdge Wealth first reported a position in HLNE in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.94M in Q2 2025. 380 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • NewEdge Wealth held 21,836 shares of Hamilton Lane worth $1.72M as of Q2 2026.
  • NewEdge Wealth sold 3,997 Hamilton Lane shares in Q2 2026, an estimated $355K.
  • Hamilton Lane made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #499 holding.
  • NewEdge Wealth first reported a position in Hamilton Lane in Q2 2025 and has held it in 5 quarters since.
  • NewEdge Wealth's Hamilton Lane position peaked at $2.94M in Q2 2025.
  • 380 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.