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Planning Strategies Inc.’s Hamilton Lane HLNE Stock Holding History

Planning Strategies Inc.’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 		$79 Buy
+1
New +$89 ﹤0.01% 1044

Other funds holding HLNE

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Planning Strategies Inc.'s HLNE Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Hamilton Lane (HLNE) in Q2 2026: 1 share worth $79. The stake represents ﹤0.01% of the portfolio and ranks #1044 among its holdings.

80 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Planning Strategies Inc. held 1 share of Hamilton Lane worth $79 as of Q2 2026.
  • Hamilton Lane was a new Planning Strategies Inc. position in Q2 2026.
  • Hamilton Lane made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #1044 holding.
  • 80 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.