TWD
HLNE icon

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
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 $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

True Wealth Design's HLNE Position: Q2 2026 in Review

True Wealth Design opened a new position in Hamilton Lane (HLNE) in Q2 2026: 26 shares worth $2.05K. The stake represents ﹤0.01% of the portfolio and ranks #1684 among its holdings. This is a return to the name: True Wealth Design previously reported a position in HLNE as recently as Q3 2025.

True Wealth Design first reported a position in HLNE in Q2 2025 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • True Wealth Design held 26 shares of Hamilton Lane worth $2.05K as of Q2 2026.
  • Hamilton Lane was a new True Wealth Design position in Q2 2026.
  • Hamilton Lane made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1684 holding.
  • True Wealth Design first reported a position in Hamilton Lane in Q2 2025 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.