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True Wealth Design’s Hamilton Lane HLNE Stock Holding History

True Wealth Design’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
Q3 		$5.04K Buy
58
+32
+123% +$2.98K ﹤0.01% 1335
2026
Q2 		$2.05K Buy
+26
New +$2.31K ﹤0.01% 1684
2025
Q4 		– Sell
-1
Closed -$135 – 2672
2025
Q3 		$135 Hold
1
– – ﹤0.01% 2391
2025
Q2 		$143 Buy
+1
New +$151 ﹤0.01% 2155

Other funds holding HLNE

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

True Wealth Design's HLNE Position: Q3 2026 in Review

True Wealth Design increased its Hamilton Lane (HLNE) stake by 123% in Q3 2026, buying an estimated $2.98K and bringing the position to 58 shares worth $5.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

True Wealth Design first reported a position in HLNE in Q2 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold HLNE as of Q3 2026.

  • True Wealth Design held 58 shares of Hamilton Lane worth $5.04K as of Q3 2026.
  • True Wealth Design bought 32 Hamilton Lane shares in Q3 2026, an estimated $2.98K.
  • Hamilton Lane made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1335 holding.
  • True Wealth Design first reported a position in Hamilton Lane in Q2 2025 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held Hamilton Lane as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.