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NewSquare Capital’s Hamilton Lane HLNE Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-14
Closed -$1.99K – 631
2025
Q2 		$1.99K Sell
14
-8
-36% -$1.21K ﹤0.01% 966
2025
Q1 		$3.27K Buy
22
+20
+1,000% +$3.05K ﹤0.01% 764
2024
Q4 		$296 Buy
+2
New +$356 ﹤0.01% 820

Other funds holding HLNE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

NewSquare Capital's HLNE Position: Q3 2025 in Review

NewSquare Capital sold out of Hamilton Lane (HLNE) in Q3 2025, closing a stake of 14 shares — an estimated $1.99K sold.

NewSquare Capital first reported a position in HLNE in Q4 2024 and held it in 3 quarters. The position peaked at $3.27K in Q1 2025. 382 funds tracked by Wall St. Rank hold HLNE as of Q3 2025.

  • NewSquare Capital reported no remaining Hamilton Lane position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 14 Hamilton Lane shares in Q3 2025, an estimated $1.99K.
  • NewSquare Capital first reported a position in Hamilton Lane in Q4 2024 and held it in 3 quarters.
  • NewSquare Capital's Hamilton Lane position peaked at $3.27K in Q1 2025.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.