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Merkkuri Wealth Advisors’s Hamilton Lane HLNE Stock Holding History

Merkkuri Wealth 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
-17
Closed -$1.67K – 189
2026
Q1 		$1.67K Buy
+17
New +$2.09K ﹤0.01% 328

Other funds holding HLNE

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Vanguard Capital Management
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State Street
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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 40.91% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

Merkkuri Wealth Advisors's HLNE Position: Q2 2026 in Review

Merkkuri Wealth Advisors sold out of Hamilton Lane (HLNE) in Q2 2026, closing a stake of 17 shares — an estimated $1.67K sold.

Merkkuri Wealth Advisors first reported a position in HLNE in Q1 2026 and held it in 1 quarter. The position peaked at $1.67K in Q1 2026. 380 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Merkkuri Wealth Advisors reported no remaining Hamilton Lane position as of Q2 2026 after selling out during the quarter.
  • Merkkuri Wealth Advisors sold 17 Hamilton Lane shares in Q2 2026, an estimated $1.67K.
  • Merkkuri Wealth Advisors first reported a position in Hamilton Lane in Q1 2026 and held it in 1 quarter.
  • Merkkuri Wealth Advisors's Hamilton Lane position peaked at $1.67K in Q1 2026.
  • 380 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

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