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Twin Peaks Wealth Advisors’s Hamilton Lane HLNE Stock Holding History

Twin Peaks 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
-1
Closed -$99 – 1086
2026
Q1 		$99 Buy
+1
New +$123 ﹤0.01% 2244
2025
Q3 		– Sell
-4
Closed -$635 – 1020
2025
Q2 		$635 Buy
+4
New +$603 ﹤0.01% 1863

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 $3.37T AUM 44.26% 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 $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

Twin Peaks Wealth Advisors's HLNE Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Hamilton Lane (HLNE) in Q2 2026, closing a stake of 1 share — an estimated $99 sold.

Twin Peaks Wealth Advisors first reported a position in HLNE in Q2 2025 and held it in 2 quarters. The position peaked at $635 in Q2 2025. 382 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Hamilton Lane position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1 Hamilton Lane share in Q2 2026, an estimated $99.
  • Twin Peaks Wealth Advisors first reported a position in Hamilton Lane in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Hamilton Lane position peaked at $635 in Q2 2025.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.