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Vermillion & White Wealth Management Group’s Hamilton Lane HLNE Stock Holding History

Vermillion & White Wealth Management Group’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
2025
Q2 		– Sell
-47
Closed -$6.99K – 551
2025
Q1 		$6.99K Buy
+47
New +$7.16K 0.01% 314

Other funds holding HLNE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Vermillion & White Wealth Management Group's HLNE Position: Q2 2025 in Review

Vermillion & White Wealth Management Group sold out of Hamilton Lane (HLNE) in Q2 2025, closing a stake of 47 shares — an estimated $6.99K sold.

Vermillion & White Wealth Management Group first reported a position in HLNE in Q1 2025 and held it in 1 quarter. The position peaked at $6.99K in Q1 2025. 393 funds tracked by Wall St. Rank hold HLNE as of Q2 2025.

  • Vermillion & White Wealth Management Group reported no remaining Hamilton Lane position as of Q2 2025 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 47 Hamilton Lane shares in Q2 2025, an estimated $6.99K.
  • Vermillion & White Wealth Management Group first reported a position in Hamilton Lane in Q1 2025 and held it in 1 quarter.
  • Vermillion & White Wealth Management Group's Hamilton Lane position peaked at $6.99K in Q1 2025.
  • 393 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2025.

Based on Vermillion & White Wealth Management Group's 13F filing for Q2 2025, filed 13 Aug 2025.