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Apella Capital’s Hilton Grand Vacations HGV Stock Holding History

Apella Capital’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
Q2 		– Sell
-6,328
Closed -$310K – 725
2026
Q1 		$310K Buy
+6,328
New +$284K ﹤0.01% 547

Other funds holding HGV

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Apella Capital's HGV Position: Q2 2026 in Review

Apella Capital sold out of Hilton Grand Vacations (HGV) in Q2 2026, closing a stake of 6,328 shares — an estimated $310K sold.

Apella Capital first reported a position in HGV in Q1 2026 and held it in 1 quarter. The position peaked at $310K in Q1 2026. 23 funds tracked by Wall St. Rank hold HGV as of Q2 2026.

  • Apella Capital reported no remaining Hilton Grand Vacations position as of Q2 2026 after selling out during the quarter.
  • Apella Capital sold 6,328 Hilton Grand Vacations shares in Q2 2026, an estimated $310K.
  • Apella Capital first reported a position in Hilton Grand Vacations in Q1 2026 and held it in 1 quarter.
  • Apella Capital's Hilton Grand Vacations position peaked at $310K in Q1 2026.
  • 23 funds tracked by Wall St. Rank held Hilton Grand Vacations as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.