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 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 New York $5.7T 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Principal Financial Group

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

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