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Retirement Wealth Solutions’s Hamilton Lane HLNE Stock Holding History

Retirement Wealth Solutions’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 		$84 Sell
1
-60
-98% -$5.33K ﹤0.01% 794
2026
Q1 		$6.05K Sell
61
-72
-54% -$8.84K ﹤0.01% 287
2025
Q4 		$17.8K Hold
133
– – 0.01% 170
2025
Q3 		$17.9K Hold
133
– – 0.01% 165
2025
Q2 		$18.8K Sell
133
-23
-15% -$3.47K 0.01% 153
2025
Q1 		$23.3K Hold
156
– – 0.02% 122
2024
Q4 		$21.9K Buy
+156
New +$27.8K 0.02% 135

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 40.89% 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

Retirement Wealth Solutions's HLNE Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Hamilton Lane (HLNE) stake by 98% in Q2 2026, selling an estimated $5.33K and leaving 1 share worth $84. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Retirement Wealth Solutions first reported a position in HLNE in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.3K in Q1 2025. 382 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Retirement Wealth Solutions held 1 share of Hamilton Lane worth $84 as of Q2 2026.
  • Retirement Wealth Solutions sold 60 Hamilton Lane shares in Q2 2026, an estimated $5.33K.
  • Hamilton Lane made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #794 holding.
  • Retirement Wealth Solutions first reported a position in Hamilton Lane in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Hamilton Lane position peaked at $23.3K in Q1 2025.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.