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Rise Advisors’s Hamilton Lane HLNE Stock Holding History

Rise Advisors’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
Q4 		– Sell
-152
Closed -$20.4K – 680
2025
Q3 		$20.4K Buy
152
+1
+0.7% +$151 0.01% 558
2025
Q2 		$21.5K Hold
151
– – 0.01% 489
2025
Q1 		$22.4K Buy
151
+40
+36% +$6.1K 0.01% 445
2024
Q4 		$16.5K Hold
111
– – 0.01% 773
2024
Q3 		$18.7K Buy
111
+1
+0.9% +$145 0.01% 735
2024
Q2 		$13.6K Hold
110
– – 0.01% 879
2024
Q1 		$12.4K Buy
+110
New +$12.4K 0.01% 981

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Rise Advisors's HLNE Position: Q4 2025 in Review

Rise Advisors sold out of Hamilton Lane (HLNE) in Q4 2025, closing a stake of 152 shares — an estimated $20.4K sold.

Rise Advisors first reported a position in HLNE in Q1 2024 and held it in 7 quarters. The position peaked at $22.4K in Q1 2025. 387 funds tracked by Wall St. Rank hold HLNE as of Q4 2025.

  • Rise Advisors reported no remaining Hamilton Lane position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 152 Hamilton Lane shares in Q4 2025, an estimated $20.4K.
  • Rise Advisors first reported a position in Hamilton Lane in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Hamilton Lane position peaked at $22.4K in Q1 2025.
  • 387 funds tracked by Wall St. Rank held Hamilton Lane as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.