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SHP Wealth Management’s Hamilton Lane HLNE Stock Holding History

SHP Wealth Management’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 		$298 Buy
3
+1
+50% +$123 ﹤0.01% 1697
2025
Q4 		$269 Buy
+2
New +$251 ﹤0.01% 1443

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 $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 $3.37T AUM 44.26% 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 $204B AUM 27.99% 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

SHP Wealth Management's HLNE Position: Q1 2026 in Review

SHP Wealth Management increased its Hamilton Lane (HLNE) stake by 50% in Q1 2026, buying an estimated $123 and bringing the position to 3 shares worth $298. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

SHP Wealth Management first reported a position in HLNE in Q4 2025 and has held it in 2 quarters since. 385 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

  • SHP Wealth Management held 3 shares of Hamilton Lane worth $298 as of Q1 2026.
  • SHP Wealth Management bought 1 Hamilton Lane share in Q1 2026, an estimated $123.
  • Hamilton Lane made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1697 holding.
  • SHP Wealth Management first reported a position in Hamilton Lane in Q4 2025 and has held it in 2 quarters since.
  • 385 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.