Wolff Wiese Magana’s Hamilton Lane HLNE Stock Holding History

Wolff Wiese Magana’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	$2.6K	Hold	33	–	–	﹤0.01%	775
2026 Q1	$3.28K	Buy	33 +14	+74%	+$1.72K	﹤0.01%	690
2025 Q4	$2.55K	Hold	19	–	–	﹤0.01%	713
2025 Q3	$2.56K	Hold	19	–	–	﹤0.01%	713
2025 Q2	$2.7K	Hold	19	–	–	﹤0.01%	670
2025 Q1	$2.83K	Buy	+19	New	+$2.9K	﹤0.01%	675
2024 Q4	–	Sell	-31	Closed	-$5.22K	–	981
2024 Q3	$5.22K	Buy	+31	New	+$4.49K	﹤0.01%	570

Other funds holding HLNE

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return