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Root Financial Partners’s Hamilton Lane HLNE Stock Holding History

Root Financial Partners’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 		$2.48K Sell
25
-27
-52% -$3.31K ﹤0.01% 2220
2025
Q4 		$6.98K Sell
52
-16
-24% -$2.01K ﹤0.01% 1649
2025
Q3 		$9.17K Buy
+68
New +$10.3K ﹤0.01% 1485

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

Root Financial Partners's HLNE Position: Q1 2026 in Review

Root Financial Partners reduced its Hamilton Lane (HLNE) stake by 52% in Q1 2026, selling an estimated $3.31K and leaving 25 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #2220.

Root Financial Partners first reported a position in HLNE in Q3 2025 and has held it in 3 quarters since. The position peaked at $9.17K in Q3 2025. 385 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

  • Root Financial Partners held 25 shares of Hamilton Lane worth $2.48K as of Q1 2026.
  • Root Financial Partners sold 27 Hamilton Lane shares in Q1 2026, an estimated $3.31K.
  • Hamilton Lane made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2220 holding.
  • Root Financial Partners first reported a position in Hamilton Lane in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Hamilton Lane position peaked at $9.17K in Q3 2025.
  • 385 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.