Physician Wealth Advisors’s Hamilton Lane HLNE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.02K Buy
+51
New +$4.54K ﹤0.01% 1195
2026
Q1
Sell
-4
Closed -$538 2150
2025
Q4
$538 Sell
4
-1
-20% -$126 ﹤0.01% 1844
2025
Q3
$674 Buy
+5
New +$754 ﹤0.01% 1741

Other funds holding HLNE

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

Physician Wealth Advisors opened a new position in Hamilton Lane (HLNE) in Q2 2026: 51 shares worth $4.02K. The stake represents ﹤0.01% of the portfolio and ranks #1195 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in HLNE as recently as Q4 2025.

Physician Wealth Advisors first reported a position in HLNE in Q3 2025 and has held it in 3 quarters since. 380 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Physician Wealth Advisors held 51 shares of Hamilton Lane worth $4.02K as of Q2 2026.
  • Hamilton Lane was a new Physician Wealth Advisors position in Q2 2026.
  • Hamilton Lane made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1195 holding.
  • Physician Wealth Advisors first reported a position in Hamilton Lane in Q3 2025 and has held it in 3 quarters since.
  • 380 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.