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Phillips Wealth Planners’s Hamilton Lane HLNE Stock Holding History

Phillips Wealth Planners’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 		– Sell
-1,839
Closed -$281K – 218
2025
Q4 		$281K Buy
+1,839
New +$231K 0.23% 154

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Phillips Wealth Planners's HLNE Position: Q1 2026 in Review

Phillips Wealth Planners sold out of Hamilton Lane (HLNE) in Q1 2026, closing a stake of 1,839 shares — an estimated $281K sold.

Phillips Wealth Planners first reported a position in HLNE in Q4 2025 and held it in 1 quarter. The position peaked at $281K in Q4 2025. 388 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

  • Phillips Wealth Planners reported no remaining Hamilton Lane position as of Q1 2026 after selling out during the quarter.
  • Phillips Wealth Planners sold 1,839 Hamilton Lane shares in Q1 2026, an estimated $281K.
  • Phillips Wealth Planners first reported a position in Hamilton Lane in Q4 2025 and held it in 1 quarter.
  • Phillips Wealth Planners's Hamilton Lane position peaked at $281K in Q4 2025.
  • 388 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.