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TD Private Client Wealth’s Hamilton Lane HLNE Stock Holding History

TD Private Client Wealth’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 		$628K Sell
7,966
-919
-10% -$81.7K 0.01% 452
2026
Q1 		$883K Buy
8,885
+4,351
+96% +$534K 0.02% 384
2025
Q4 		$609K Sell
4,534
-2,046
-31% -$257K 0.01% 438
2025
Q3 		$887K Sell
6,580
-700
-10% -$106K 0.02% 386
2025
Q2 		$1.03M Buy
7,280
+7,243
+19,576% +$1.09M 0.03% 358
2025
Q1 		$5.5K Buy
37
+14
+61% +$2.13K ﹤0.01% 1072
2024
Q4 		$3.4K Buy
23
+1
+5% +$178 ﹤0.01% 1133
2024
Q3 		$3.71K Buy
+22
New +$3.19K ﹤0.01% 1126
2024
Q1 		– Sell
-137
Closed -$15.5K – 1240
2023
Q4 		$15.5K Hold
137
– – ﹤0.01% 987
2023
Q3 		$12.4K Buy
137
+28
+26% +$2.49K ﹤0.01% 1002
2023
Q2 		$8.72K Buy
+109
New +$7.83K ﹤0.01% 1071
2022
Q4 		– Sell
-20
Closed -$1.19K – 1232
2022
Q3 		$1.19K Buy
20
+5
+33% +$353 ﹤0.01% 1152
2022
Q2 		$1.01K Hold
15
– – ﹤0.01% 1170
2022
Q1 		$1.16K Hold
15
– – ﹤0.01% 1201
2021
Q4 		$1.55K Hold
15
– – ﹤0.01% 1036
2021
Q3 		$1.27K Buy
15
+11
+275% +$985 ﹤0.01% 1074
2021
Q2 		$364 Buy
+4
New +$362 ﹤0.01% 1205

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 $3.37T AUM 44.26% 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 40.91% 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

TD Private Client Wealth's HLNE Position: Q2 2026 in Review

TD Private Client Wealth reduced its Hamilton Lane (HLNE) stake by 10% in Q2 2026, selling an estimated $81.7K and leaving 7,966 shares worth $628K. The position accounts for 0.01% of the portfolio, ranked #452.

TD Private Client Wealth first reported a position in HLNE in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.03M in Q2 2025. 380 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • TD Private Client Wealth held 7,966 shares of Hamilton Lane worth $628K as of Q2 2026.
  • TD Private Client Wealth sold 919 Hamilton Lane shares in Q2 2026, an estimated $81.7K.
  • Hamilton Lane made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #452 holding.
  • TD Private Client Wealth first reported a position in Hamilton Lane in Q2 2021 and has held it in 17 quarters since.
  • TD Private Client Wealth's Hamilton Lane position peaked at $1.03M in Q2 2025.
  • 380 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.