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Moran Wealth Management’s Hamilton Lane HLNE Stock Holding History

Moran Wealth Management’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 		$5.66M Buy
71,786
+25,616
+55% +$2.28M 0.15% 198
2026
Q1 		$4.59M Sell
46,170
-648
-1% -$79.6K 0.14% 208
2025
Q4 		$6.29M Buy
+46,818
New +$5.89M 0.19% 160

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

Moran Wealth Management's HLNE Position: Q2 2026 in Review

Moran Wealth Management increased its Hamilton Lane (HLNE) stake by 55% in Q2 2026, buying an estimated $2.28M and bringing the position to 71,786 shares worth $5.66M. The position accounts for 0.15% of the portfolio, ranked #198.

Moran Wealth Management first reported a position in HLNE in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.29M in Q4 2025. 382 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Moran Wealth Management held 71,786 shares of Hamilton Lane worth $5.66M as of Q2 2026.
  • Moran Wealth Management bought 25,616 Hamilton Lane shares in Q2 2026, an estimated $2.28M.
  • Hamilton Lane made up 0.15% of Moran Wealth Management's portfolio in Q2 2026, its #198 holding.
  • Moran Wealth Management first reported a position in Hamilton Lane in Q4 2025 and has held it in 3 quarters since.
  • Moran Wealth Management's Hamilton Lane position peaked at $6.29M in Q4 2025.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.