Spire Wealth Management’s Hamilton Lane HLNE Stock Holding History

Spire 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
2025 Q4	–	Sell	-68	Closed	-$9.17K	–	2389
2025 Q3	$9.17K	Hold	68	–	–	﹤0.01%	1781
2025 Q2	$9.66K	Hold	68	–	–	﹤0.01%	1729
2025 Q1	$10.1K	Buy	+68	New	+$10.4K	﹤0.01%	1831
2023 Q4	–	Sell	-250	Closed	-$22.6K	–	2408
2023 Q3	$22.6K	Hold	250	–	–	﹤0.01%	1455
2023 Q2	$20K	Hold	250	–	–	﹤0.01%	1589
2023 Q1	$18.5K	Hold	250	–	–	﹤0.01%	1652
2022 Q4	$16K	Hold	250	–	–	﹤0.01%	1457
2022 Q3	$15K	Hold	250	–	–	﹤0.01%	1440
2022 Q2	$17K	Hold	250	–	–	﹤0.01%	1729
2022 Q1	$19K	Sell	250 -100	-29%	-$8.34K	﹤0.01%	1834
2021 Q4	$36K	Hold	350	–	–	﹤0.01%	1876
2021 Q3	$30K	Buy	350 +250	+250%	+$22.4K	﹤0.01%	1686
2021 Q2	$9K	Buy	+100	New	+$9.05K	﹤0.01%	2154

Other funds holding HLNE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Spire Wealth Management's HLNE Position: Q4 2025 in Review

Spire Wealth Management sold out of Hamilton Lane (HLNE) in Q4 2025, closing a stake of 68 shares — an estimated $9.17K sold.

Spire Wealth Management first reported a position in HLNE in Q2 2021 and held it in 13 quarters. The position peaked at $36K in Q4 2021. 387 funds tracked by Wall St. Rank hold HLNE as of Q4 2025.

Spire Wealth Management reported no remaining Hamilton Lane position as of Q4 2025 after selling out during the quarter.
Spire Wealth Management sold 68 Hamilton Lane shares in Q4 2025, an estimated $9.17K.
Spire Wealth Management first reported a position in Hamilton Lane in Q2 2021 and held it in 13 quarters.
Spire Wealth Management's Hamilton Lane position peaked at $36K in Q4 2021.
387 funds tracked by Wall St. Rank held Hamilton Lane as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.