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Baker Tilly Wealth Management’s Hyatt Hotels H Stock Holding History

Baker Tilly Wealth Management’s Portfolio H Stock Details H Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-1,466
Closed -$284K – 297
2026
Q2 		$284K Sell
1,466
-160
-10% -$28K 0.06% 226
2026
Q1 		$234K Buy
1,626
+177
+12% +$28.1K 0.06% 246
2025
Q4 		$232K Buy
1,449
+9
+0.6% +$1.38K 0.06% 255
2025
Q3 		$204K Buy
+1,440
New +$206K 0.05% 267
2023
Q3 		– Sell
-3,024
Closed -$346K – 504
2023
Q2 		$346K Sell
3,024
-3
-0.1% -$339 0.04% 432
2023
Q1 		$338K Sell
3,027
-226
-7% -$24.7K 0.04% 426
2022
Q4 		$294K Buy
+3,253
New +$299K 0.04% 439
2022
Q2 		– Sell
-2,354
Closed -$225K – 511
2022
Q1 		$225K Buy
+2,354
New +$221K 0.02% 478

Other funds holding H

RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EB
Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Baker Tilly Wealth Management's H Position: Q3 2026 in Review

Baker Tilly Wealth Management sold out of Hyatt Hotels (H) in Q3 2026, closing a stake of 1,466 shares — an estimated $284K sold.

Baker Tilly Wealth Management first reported a position in H in Q1 2022 and held it in 8 quarters. The position peaked at $346K in Q2 2023. 13 funds tracked by Wall St. Rank hold H as of Q3 2026.

  • Baker Tilly Wealth Management reported no remaining Hyatt Hotels position as of Q3 2026 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 1,466 Hyatt Hotels shares in Q3 2026, an estimated $284K.
  • Baker Tilly Wealth Management first reported a position in Hyatt Hotels in Q1 2022 and held it in 8 quarters.
  • Baker Tilly Wealth Management's Hyatt Hotels position peaked at $346K in Q2 2023.
  • 13 funds tracked by Wall St. Rank held Hyatt Hotels as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.