SWM
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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
Q2 		$788 Buy
10
+7
+233% +$622 ﹤0.01% 1663
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 $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

SHP Wealth Management's HLNE Position: Q2 2026 in Review

SHP Wealth Management increased its Hamilton Lane (HLNE) stake by 233% in Q2 2026, buying an estimated $622 and bringing the position to 10 shares worth $788. The position accounts for ﹤0.01% of the portfolio, ranked #1663.

SHP Wealth Management first reported a position in HLNE in Q4 2025 and has held it in 3 quarters since. 382 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • SHP Wealth Management held 10 shares of Hamilton Lane worth $788 as of Q2 2026.
  • SHP Wealth Management bought 7 Hamilton Lane shares in Q2 2026, an estimated $622.
  • Hamilton Lane made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1663 holding.
  • SHP Wealth Management first reported a position in Hamilton Lane in Q4 2025 and has held it in 3 quarters since.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.