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Steigerwald Gordon & Koch’s Hamilton Lane HLNE Stock Holding History

Steigerwald Gordon & Koch’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
-17
Closed -$2.09K – 830
2025
Q4 		$2.28K Buy
+17
New +$2.14K ﹤0.01% 789

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 $3.38T AUM 44.17% 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 $204B AUM 27.99% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steigerwald Gordon & Koch's HLNE Position: Q1 2026 in Review

Steigerwald Gordon & Koch sold out of Hamilton Lane (HLNE) in Q1 2026, closing a stake of 17 shares — an estimated $2.09K sold.

Steigerwald Gordon & Koch first reported a position in HLNE in Q4 2025 and held it in 1 quarter. The position peaked at $2.28K in Q4 2025. 390 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

  • Steigerwald Gordon & Koch reported no remaining Hamilton Lane position as of Q1 2026 after selling out during the quarter.
  • Steigerwald Gordon & Koch sold 17 Hamilton Lane shares in Q1 2026, an estimated $2.09K.
  • Steigerwald Gordon & Koch first reported a position in Hamilton Lane in Q4 2025 and held it in 1 quarter.
  • Steigerwald Gordon & Koch's Hamilton Lane position peaked at $2.28K in Q4 2025.
  • 390 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q1 2026, filed 28 Apr 2026.