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Baker Tilly Wealth Management’s Hilton Worldwide HLT Stock Holding History

Baker Tilly 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
Q3 		$838K Sell
2,633
-1,029
-28% -$330K 0.16% 110
2026
Q2 		$1.21M Sell
3,662
-570
-13% -$187K 0.26% 69
2026
Q1 		$1.29M Buy
4,232
+25
+0.6% +$7.58K 0.31% 59
2025
Q4 		$1.21M Sell
4,207
-689
-14% -$188K 0.3% 61
2025
Q3 		$1.27M Buy
4,896
+36
+0.7% +$9.73K 0.29% 58
2025
Q2 		$1.29M Sell
4,860
-69
-1% -$16.4K 0.46% 37
2025
Q1 		$1.12M Sell
4,929
-30
-0.6% -$7.47K 0.44% 50
2024
Q4 		$1.23M Buy
4,959
+200
+4% +$49K 0.48% 42
2024
Q3 		$1.1M Buy
4,759
+890
+23% +$193K 0.49% 44
2024
Q2 		$844K Buy
3,869
+25
+0.7% +$5.13K 0.35% 68
2024
Q1 		$820K Sell
3,844
-113
-3% -$22.2K 0.15% 152
2023
Q4 		$721K Sell
3,957
-829
-17% -$135K 0.12% 192
2023
Q3 		$719K Sell
4,786
-6,059
-56% -$915K 0.12% 175
2023
Q2 		$1.58M Buy
10,845
+184
+2% +$26.2K 0.17% 132
2023
Q1 		$1.5M Sell
10,661
-293
-3% -$41.3K 0.17% 132
2022
Q4 		$1.38M Buy
10,954
+2,473
+29% +$326K 0.17% 136
2022
Q3 		$1.02M Sell
8,481
-513
-6% -$64.9K 0.14% 156
2022
Q2 		$1M Buy
8,994
+467
+5% +$64.6K 0.13% 170
2022
Q1 		$1.29M Buy
8,527
+1,423
+20% +$210K 0.14% 146
2021
Q4 		$1.11M Buy
7,104
+1,284
+22% +$185K 0.12% 178
2021
Q3 		$769K Buy
5,820
+2,465
+73% +$312K 0.1% 215
2021
Q2 		$405K Buy
3,355
+143
+4% +$17.9K 0.07% 329
2021
Q1 		$388K Buy
+3,212
New +$371K 0.08% 297

Other funds holding HLT

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
SRM
Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

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

Baker Tilly Wealth Management reduced its Hilton Worldwide (HLT) stake by 28% in Q3 2026, selling an estimated $330K and leaving 2,633 shares worth $838K. The position accounts for 0.16% of the portfolio, ranked #110.

Baker Tilly Wealth Management first reported a position in HLT in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.58M in Q2 2023. 46 funds tracked by Wall St. Rank hold HLT as of Q3 2026.

  • Baker Tilly Wealth Management held 2,633 shares of Hilton Worldwide worth $838K as of Q3 2026.
  • Baker Tilly Wealth Management sold 1,029 Hilton Worldwide shares in Q3 2026, an estimated $330K.
  • Hilton Worldwide made up 0.16% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #110 holding.
  • Baker Tilly Wealth Management first reported a position in Hilton Worldwide in Q1 2021 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Hilton Worldwide position peaked at $1.58M in Q2 2023.
  • 46 funds tracked by Wall St. Rank held Hilton Worldwide as of Q3 2026.

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