SageView Advisory Group
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SageView Advisory Group’s Hamilton Lane HLNE Stock Holding History

SageView Advisory Group’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 		– Sell
-106
Closed -$14.2K – 1377
2025
Q4 		$14.2K Buy
+106
New +$13.3K ﹤0.01% 1582

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
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Champlain Investment Partners
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

SageView Advisory Group's HLNE Position: Q1 2026 in Review

SageView Advisory Group sold out of Hamilton Lane (HLNE) in Q1 2026, closing a stake of 106 shares — an estimated $14.2K sold.

SageView Advisory Group first reported a position in HLNE in Q4 2025 and held it in 1 quarter. The position peaked at $14.2K in Q4 2025. 393 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

  • SageView Advisory Group reported no remaining Hamilton Lane position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 106 Hamilton Lane shares in Q1 2026, an estimated $14.2K.
  • SageView Advisory Group first reported a position in Hamilton Lane in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Hamilton Lane position peaked at $14.2K in Q4 2025.
  • 393 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.