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Rothschild Investment LLC’s Hamilton Lane HLNE Stock Holding History

Rothschild Investment LLC’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 		$71.5K Buy
907
+878
+3,028% +$78.1K ﹤0.01% 1155
2026
Q1 		$2.88K Sell
29
-5
-15% -$614 ﹤0.01% 2361
2025
Q4 		$4.57K Buy
+34
New +$4.28K ﹤0.01% 1942
2025
Q2 		– Sell
-82
Closed -$12.2K – 3096
2025
Q1 		$12.2K Buy
82
+35
+74% +$5.33K ﹤0.01% 1130
2024
Q4 		$6.96K Buy
47
+12
+34% +$2.14K ﹤0.01% 1238
2024
Q3 		$5.89K Buy
35
+20
+133% +$2.9K ﹤0.01% 1241
2024
Q2 		$1.85K Buy
15
+10
+200% +$1.17K ﹤0.01% 1422
2024
Q1 		$564 Buy
+5
New +$565 ﹤0.01% 1332

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's HLNE Position: Q2 2026 in Review

Rothschild Investment LLC increased its Hamilton Lane (HLNE) stake by 3,028% in Q2 2026, buying an estimated $78.1K and bringing the position to 907 shares worth $71.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

Rothschild Investment LLC first reported a position in HLNE in Q1 2024 and has held it in 8 quarters since. 382 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Rothschild Investment LLC held 907 shares of Hamilton Lane worth $71.5K as of Q2 2026.
  • Rothschild Investment LLC bought 878 Hamilton Lane shares in Q2 2026, an estimated $78.1K.
  • Hamilton Lane made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1155 holding.
  • Rothschild Investment LLC first reported a position in Hamilton Lane in Q1 2024 and has held it in 8 quarters since.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.