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Steward Partners Investment Advisory’s Hamilton Lane HLNE Stock Holding History

Steward Partners Investment Advisory’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 		$77.3K Sell
778
-121
-13% -$14.9K ﹤0.01% 2529
2025
Q4 		$121K Buy
899
+103
+13% +$13K ﹤0.01% 2195
2025
Q3 		$107K Buy
796
+702
+747% +$106K ﹤0.01% 2193
2025
Q2 		$13.4K Buy
94
+41
+77% +$6.18K ﹤0.01% 3079
2025
Q1 		$7.88K Hold
53
– – ﹤0.01% 3202
2024
Q4 		$7.85K Buy
+53
New +$9.45K ﹤0.01% 3197
2024
Q3 		– Sell
-292
Closed -$36.1K – 3793
2024
Q2 		$36.1K Sell
292
-134
-31% -$15.7K ﹤0.01% 2262
2024
Q1 		$48K Buy
+426
New +$48.1K ﹤0.01% 2138
2022
Q3 		– Sell
-19
Closed -$1K – 3295
2022
Q2 		$1K Buy
+19
New +$1.31K ﹤0.01% 3121

Other funds holding HLNE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $187B AUM 18.48% 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

Steward Partners Investment Advisory's HLNE Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Hamilton Lane (HLNE) stake by 13% in Q1 2026, selling an estimated $14.9K and leaving 778 shares worth $77.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2529.

Steward Partners Investment Advisory first reported a position in HLNE in Q2 2022 and has held it in 9 quarters since. The position peaked at $121K in Q4 2025. 385 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

  • Steward Partners Investment Advisory held 778 shares of Hamilton Lane worth $77.3K as of Q1 2026.
  • Steward Partners Investment Advisory sold 121 Hamilton Lane shares in Q1 2026, an estimated $14.9K.
  • Hamilton Lane made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2529 holding.
  • Steward Partners Investment Advisory first reported a position in Hamilton Lane in Q2 2022 and has held it in 9 quarters since.
  • Steward Partners Investment Advisory's Hamilton Lane position peaked at $121K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.