Rothwell Investment Advisors, LLC’s Hilton Grand Vacations HGV Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio HGV Stock Details HGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.33K	Buy	+125	New	+$5.54K	﹤0.01%	931

Other funds holding HGV

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Iridian Asset Management Westport, Connecticut $275M AUM 37.66% 1-Year Est. Return

Close Asset Management London, United Kingdom $3.42B AUM 34.5% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Rothwell Investment Advisors, LLC's HGV Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Hilton Grand Vacations (HGV) in Q3 2026: 125 shares worth $4.33K. The stake represents ﹤0.01% of the portfolio and ranks #931 among its holdings.

107 funds tracked by Wall St. Rank hold HGV as of Q3 2026.

Rothwell Investment Advisors, LLC held 125 shares of Hilton Grand Vacations worth $4.33K as of Q3 2026.
Hilton Grand Vacations was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Hilton Grand Vacations made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #931 holding.
107 funds tracked by Wall St. Rank held Hilton Grand Vacations as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.