PS
HLNE icon

Planning Strategies’s Hamilton Lane HLNE Stock Holding History

Planning Strategies’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 		$79 Buy
+1
New +$89 ﹤0.01% 1044

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

Planning Strategies's HLNE Position: Q2 2026 in Review

Planning Strategies opened a new position in Hamilton Lane (HLNE) in Q2 2026: 1 share worth $79. The stake represents ﹤0.01% of the portfolio and ranks #1044 among its holdings.

353 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Planning Strategies held 1 share of Hamilton Lane worth $79 as of Q2 2026.
  • Hamilton Lane was a new Planning Strategies position in Q2 2026.
  • Hamilton Lane made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #1044 holding.
  • 353 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.