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Wealthspire Advisors (New York)’s Hamilton Lane HLNE Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-64
Closed -$8.63K – 1842
2025
Q3 		$8.63K Buy
+64
New +$9.65K ﹤0.01% 2089

Other funds holding HLNE

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s HLNE Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Hamilton Lane (HLNE) in Q4 2025, closing a stake of 64 shares — an estimated $8.63K sold.

Wealthspire Advisors (New York) first reported a position in HLNE in Q3 2025 and held it in 1 quarter. The position peaked at $8.63K in Q3 2025. 387 funds tracked by Wall St. Rank hold HLNE as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Hamilton Lane position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 64 Hamilton Lane shares in Q4 2025, an estimated $8.63K.
  • Wealthspire Advisors (New York) first reported a position in Hamilton Lane in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Hamilton Lane position peaked at $8.63K in Q3 2025.
  • 387 funds tracked by Wall St. Rank held Hamilton Lane as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.