AWM
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Axxcess Wealth Management’s Hilton Worldwide HLT Stock Holding History

Axxcess Wealth Management’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
2026
Q2 		$767K Buy
2,322
+10
+0.4% +$3.29K 0.01% 597
2026
Q1 		$703K Sell
2,312
-2,497
-52% -$757K 0.02% 271
2025
Q4 		$1.38M Buy
4,809
+197
+4% +$53.6K 0.02% 447
2025
Q3 		$1.2M Sell
4,612
-58
-1% -$15.7K 0.03% 414
2025
Q2 		$1.24M Buy
4,670
+1,481
+46% +$353K 0.03% 378
2025
Q1 		$726K Buy
3,189
+696
+28% +$173K 0.02% 467
2024
Q4 		$616K Sell
2,493
-28
-1% -$6.85K 0.01% 499
2024
Q3 		$581K Buy
2,521
+35
+1% +$7.58K 0.01% 516
2024
Q2 		$542K Sell
2,486
-3,796
-60% -$780K 0.01% 508
2024
Q1 		$1.34M Sell
6,282
-153
-2% -$30.1K 0.04% 321
2023
Q4 		$1.17M Buy
6,435
+26
+0.4% +$4.24K 0.03% 326
2023
Q3 		$963K Buy
6,409
+4,672
+269% +$706K 0.03% 329
2023
Q2 		$253K Sell
1,737
-4,964
-74% -$707K 0.02% 495
2023
Q1 		$944K Buy
6,701
+154
+2% +$21.7K 0.07% 242
2022
Q4 		$827K Buy
6,547
+4,633
+242% +$611K 0.07% 260
2022
Q3 		$231K Sell
1,914
-58
-3% -$7.33K 0.02% 465
2022
Q2 		$220K Buy
+1,972
New +$273K 0.02% 478

Other funds holding HLT

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Axxcess Wealth Management's HLT Position: Q2 2026 in Review

Axxcess Wealth Management increased its Hilton Worldwide (HLT) stake by 0.43% in Q2 2026, buying an estimated $3.29K and bringing the position to 2,322 shares worth $767K. The position accounts for 0.01% of the portfolio, ranked #597.

Axxcess Wealth Management first reported a position in HLT in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.38M in Q4 2025. 644 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

  • Axxcess Wealth Management held 2,322 shares of Hilton Worldwide worth $767K as of Q2 2026.
  • Axxcess Wealth Management bought 10 Hilton Worldwide shares in Q2 2026, an estimated $3.29K.
  • Hilton Worldwide made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #597 holding.
  • Axxcess Wealth Management first reported a position in Hilton Worldwide in Q2 2022 and has held it in 17 quarters since.
  • Axxcess Wealth Management's Hilton Worldwide position peaked at $1.38M in Q4 2025.
  • 644 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.