PWG
HLNE icon

Portside Wealth Group’s Hamilton Lane HLNE Stock Holding History

Portside Wealth Group’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
-2,398
Closed -$322K – 492
2025
Q4 		$322K Sell
2,398
-121
-5% -$15.2K 0.04% 347
2025
Q3 		$340K Sell
2,519
-90
-3% -$13.6K 0.05% 342
2025
Q2 		$371K Buy
2,609
+619
+31% +$93.3K 0.05% 296
2025
Q1 		$296K Buy
+1,990
New +$303K 0.05% 335

Other funds holding HLNE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Portside Wealth Group's HLNE Position: Q1 2026 in Review

Portside Wealth Group sold out of Hamilton Lane (HLNE) in Q1 2026, closing a stake of 2,398 shares — an estimated $322K sold.

Portside Wealth Group first reported a position in HLNE in Q1 2025 and held it in 4 quarters. The position peaked at $371K in Q2 2025. 385 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

  • Portside Wealth Group reported no remaining Hamilton Lane position as of Q1 2026 after selling out during the quarter.
  • Portside Wealth Group sold 2,398 Hamilton Lane shares in Q1 2026, an estimated $322K.
  • Portside Wealth Group first reported a position in Hamilton Lane in Q1 2025 and held it in 4 quarters.
  • Portside Wealth Group's Hamilton Lane position peaked at $371K in Q2 2025.
  • 385 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

Based on Portside Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.