Wealth Alliance’s Hamilton Lane HLNE Stock Holding History

Wealth Alliance’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	-2,096	Closed	-$208K	–	599
2026 Q1	$208K	Buy	+2,096	New	+$257K	0.02%	529

Other funds holding HLNE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wealth Alliance's HLNE Position: Q2 2026 in Review

Wealth Alliance sold out of Hamilton Lane (HLNE) in Q2 2026, closing a stake of 2,096 shares — an estimated $208K sold.

Wealth Alliance first reported a position in HLNE in Q1 2026 and held it in 1 quarter. The position peaked at $208K in Q1 2026. 380 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

Wealth Alliance reported no remaining Hamilton Lane position as of Q2 2026 after selling out during the quarter.
Wealth Alliance sold 2,096 Hamilton Lane shares in Q2 2026, an estimated $208K.
Wealth Alliance first reported a position in Hamilton Lane in Q1 2026 and held it in 1 quarter.
Wealth Alliance's Hamilton Lane position peaked at $208K in Q1 2026.
380 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.