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Whipplewood Advisors’s Hamilton Lane HLNE Stock Holding History

Whipplewood Advisors’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 		– Sell
-44
Closed -$4.37K – 831
2026
Q1 		$4.37K Buy
+44
New +$5.4K ﹤0.01% 639
2025
Q3 		– Sell
-44
Closed -$6.25K – 688
2025
Q2 		$6.25K Buy
44
+31
+238% +$4.67K ﹤0.01% 652
2025
Q1 		$6.54K Sell
13
-31
-70% -$4.72K ﹤0.01% 642
2024
Q4 		$6.51K Buy
+44
New +$7.84K ﹤0.01% 638

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 $3.38T AUM 44.17% 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 $13.5B AUM 16.58% 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

Whipplewood Advisors's HLNE Position: Q2 2026 in Review

Whipplewood Advisors sold out of Hamilton Lane (HLNE) in Q2 2026, closing a stake of 44 shares — an estimated $4.37K sold.

Whipplewood Advisors first reported a position in HLNE in Q4 2024 and held it in 4 quarters. The position peaked at $6.54K in Q1 2025. 382 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Whipplewood Advisors reported no remaining Hamilton Lane position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 44 Hamilton Lane shares in Q2 2026, an estimated $4.37K.
  • Whipplewood Advisors first reported a position in Hamilton Lane in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Hamilton Lane position peaked at $6.54K in Q1 2025.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.