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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
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 $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

Rothschild Investment LLC's HLNE Position: Q1 2026 in Review

Rothschild Investment LLC reduced its Hamilton Lane (HLNE) stake by 15% in Q1 2026, selling an estimated $614 and leaving 29 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #2361.

Rothschild Investment LLC first reported a position in HLNE in Q1 2024 and has held it in 7 quarters since. The position peaked at $12.2K in Q1 2025. 385 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

  • Rothschild Investment LLC held 29 shares of Hamilton Lane worth $2.88K as of Q1 2026.
  • Rothschild Investment LLC sold 5 Hamilton Lane shares in Q1 2026, an estimated $614.
  • Hamilton Lane made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #2361 holding.
  • Rothschild Investment LLC first reported a position in Hamilton Lane in Q1 2024 and has held it in 7 quarters since.
  • Rothschild Investment LLC's Hamilton Lane position peaked at $12.2K in Q1 2025.
  • 385 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.