Avantax Advisory Services’s Hilton Worldwide HLT Stock Holding History

Avantax Advisory Services’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	$2.03M	Buy	7,611 +1,713	+29%	+$408K	0.01%	792
2025 Q1	$1.34M	Buy	5,898 +547	+10%	+$136K	0.01%	943
2024 Q4	$1.32M	Buy	5,351 +213	+4%	+$52.1K	0.01%	916
2024 Q3	$1.18M	Buy	5,138 +888	+21%	+$192K	0.01%	939
2024 Q2	$927K	Buy	4,250 +2,624	+161%	+$539K	0.01%	1019
2024 Q1	$347K	Buy	1,626 +6	+0.4%	+$1.18K	﹤0.01%	1223
2023 Q4	$295K	Buy	1,620 +41	+3%	+$6.69K	﹤0.01%	1242
2023 Q3	$237K	Sell	1,579 -194	-11%	-$29.3K	﹤0.01%	1330
2023 Q2	$258K	Sell	1,773 -46	-3%	-$6.55K	﹤0.01%	1260
2023 Q1	$256K	Sell	1,819 -32	-2%	-$4.51K	﹤0.01%	1240
2022 Q4	$234K	Buy	+1,851	New	+$244K	﹤0.01%	1236
2022 Q2	–	Sell	-2,281	Closed	-$347K	–	1340
2022 Q1	$347K	Buy	2,281 +775	+51%	+$114K	﹤0.01%	937
2021 Q4	$235K	Sell	1,506 -75	-5%	-$10.8K	﹤0.01%	1097
2021 Q3	$209K	Buy	+1,581	New	+$200K	﹤0.01%	1097
2020 Q4	–	Sell	-3,594	Closed	-$308K	–	1116
2020 Q3	$308K	Buy	+3,594	New	+$300K	﹤0.01%	1007

Other funds holding HLT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avantax Advisory Services's HLT Position: Q2 2025 in Review

Avantax Advisory Services increased its Hilton Worldwide (HLT) stake by 29% in Q2 2025, buying an estimated $408K and bringing the position to 7,611 shares worth $2.03M. The position accounts for 0.01% of the portfolio, ranked #792.

Avantax Advisory Services first reported a position in HLT in Q3 2020 and has held it in 15 quarters since. 1,051 funds tracked by Wall St. Rank hold HLT as of Q2 2025.

Avantax Advisory Services held 7,611 shares of Hilton Worldwide worth $2.03M as of Q2 2025.
Avantax Advisory Services bought 1,713 Hilton Worldwide shares in Q2 2025, an estimated $408K.
Hilton Worldwide made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #792 holding.
Avantax Advisory Services first reported a position in Hilton Worldwide in Q3 2020 and has held it in 15 quarters since.
1,051 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.