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Atria Wealth Solutions’s Hilton Worldwide HLT Stock Holding History

Atria Wealth Solutions’s Portfolio HLT Stock Details HLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$475K Sell
1,780
-1,010
-36% -$240K 0.01% 938
2025
Q1 		$635K Sell
2,790
-95
-3% -$23.7K 0.01% 1082
2024
Q4 		$713K Buy
2,885
+238
+9% +$58.3K 0.01% 1067
2024
Q3 		$610K Sell
2,647
-2,021
-43% -$437K 0.01% 1142
2024
Q2 		$1.02M Buy
4,668
+449
+11% +$92.2K 0.01% 895
2024
Q1 		$900K Buy
4,219
+175
+4% +$34.4K 0.01% 958
2023
Q4 		$736K Buy
4,044
+97
+2% +$15.8K 0.01% 1010
2023
Q3 		$593K Sell
3,947
-2,348
-37% -$355K 0.01% 1053
2023
Q2 		$917K Buy
6,295
+2,917
+86% +$415K 0.01% 875
2023
Q1 		$476K Buy
+3,378
New +$476K 0.01% 1170

Other funds holding HLT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atria Wealth Solutions's HLT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Hilton Worldwide (HLT) stake by 36% in Q2 2025, selling an estimated $240K and leaving 1,780 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #938.

Atria Wealth Solutions first reported a position in HLT in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.02M in Q2 2024. 1,052 funds tracked by Wall St. Rank hold HLT as of Q2 2025.

  • Atria Wealth Solutions held 1,780 shares of Hilton Worldwide worth $475K as of Q2 2025.
  • Atria Wealth Solutions sold 1,010 Hilton Worldwide shares in Q2 2025, an estimated $240K.
  • Hilton Worldwide made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #938 holding.
  • Atria Wealth Solutions first reported a position in Hilton Worldwide in Q1 2023 and has held it in 10 quarters since.
  • Atria Wealth Solutions's Hilton Worldwide position peaked at $1.02M in Q2 2024.
  • 1,052 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.