PWM
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Parkworth Wealth Management’s Hamilton Lane HLNE Stock Holding History

Parkworth Wealth Management’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 		$142 Hold
1
– – ﹤0.01% 1042
2025
Q1 		$149 Hold
1
– – ﹤0.01% 813
2024
Q4 		$148 Buy
+1
New +$178 ﹤0.01% 864

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
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

Parkworth Wealth Management's HLNE Position: Q2 2025 in Review

Parkworth Wealth Management held its Hamilton Lane (HLNE) position steady in Q2 2025 at 1 share worth $142. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Parkworth Wealth Management first reported a position in HLNE in Q4 2024 and has held it in 3 quarters since. The position peaked at $149 in Q1 2025. 393 funds tracked by Wall St. Rank hold HLNE as of Q2 2025.

  • Parkworth Wealth Management held 1 share of Hamilton Lane worth $142 as of Q2 2025.
  • Parkworth Wealth Management left its Hamilton Lane share count unchanged in Q2 2025.
  • Hamilton Lane made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1042 holding.
  • Parkworth Wealth Management first reported a position in Hamilton Lane in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Hamilton Lane position peaked at $149 in Q1 2025.
  • 393 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.