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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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