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Van Hulzen Asset Management’s Hamilton Lane HLNE Stock Holding History

Van Hulzen Asset Management’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 		$913K Sell
11,584
-3,621
-24% -$322K 0.07% 185
2026
Q1 		$1.51M Sell
15,205
-1,678
-10% -$206K 0.11% 122
2025
Q4 		$2.27M Sell
16,883
-1,780
-10% -$224K 0.17% 98
2025
Q3 		$2.52M Sell
18,663
-580
-3% -$87.5K 0.19% 88
2025
Q2 		$2.73M Buy
19,243
+11,375
+145% +$1.71M 0.23% 79
2025
Q1 		$1.17M Sell
7,868
-412
-5% -$62.8K 0.11% 141
2024
Q4 		$1.23M Sell
8,280
-4,206
-34% -$750K 0.09% 150
2024
Q3 		$2.1M Sell
12,486
-100
-0.8% -$14.5K 0.15% 111
2024
Q2 		$1.55M Buy
12,586
+593
+5% +$69.3K 0.1% 129
2024
Q1 		$1.35M Buy
11,993
+1,153
+11% +$130K 0.09% 143
2023
Q4 		$1.23M Buy
10,840
+189
+2% +$17.9K 0.09% 141
2023
Q3 		$963K Buy
10,651
+2,954
+38% +$263K 0.07% 151
2023
Q2 		$616K Buy
7,697
+1,386
+22% +$99.6K 0.05% 163
2023
Q1 		$467K Buy
+6,311
New +$466K 0.04% 185

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 40.89% 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

Van Hulzen Asset Management's HLNE Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its Hamilton Lane (HLNE) stake by 24% in Q2 2026, selling an estimated $322K and leaving 11,584 shares worth $913K. The position accounts for 0.07% of the portfolio, ranked #185.

Van Hulzen Asset Management first reported a position in HLNE in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.73M in Q2 2025. 381 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Van Hulzen Asset Management held 11,584 shares of Hamilton Lane worth $913K as of Q2 2026.
  • Van Hulzen Asset Management sold 3,621 Hamilton Lane shares in Q2 2026, an estimated $322K.
  • Hamilton Lane made up 0.07% of Van Hulzen Asset Management's portfolio in Q2 2026, its #185 holding.
  • Van Hulzen Asset Management first reported a position in Hamilton Lane in Q1 2023 and has held it in 14 quarters since.
  • Van Hulzen Asset Management's Hamilton Lane position peaked at $2.73M in Q2 2025.
  • 381 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.