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BCWM
Bartlett & Co Wealth Management’s
Hilton Worldwide
HLT
Stock Holding History
Bartlett & Co 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
Q1
$42.3K
Buy
136
+11
+9%
+$3.33K
﹤0.01%
714
2025
Q4
$35.9K
Buy
125
+17
+16%
+$4.63K
﹤0.01%
720
2025
Q3
$28K
Sell
108
-7
-6%
-$1.89K
﹤0.01%
768
2025
Q2
$30.6K
Buy
115
+6
+6%
+$1.43K
﹤0.01%
743
2025
Q1
$24.8K
Sell
109
-108
-50%
-$26.9K
﹤0.01%
787
2024
Q4
$53.6K
Hold
217
–
–
﹤0.01%
635
2024
Q3
$50K
Hold
217
–
–
﹤0.01%
655
2024
Q2
$47.3K
Sell
217
-6
-3%
-$1.23K
﹤0.01%
668
2024
Q1
$47.6K
Buy
223
+6
+3%
+$1.18K
﹤0.01%
672
2023
Q4
$39.5K
Hold
217
–
–
﹤0.01%
746
2023
Q3
$32.6K
Buy
+217
New
+$32.8K
﹤0.01%
729
2021
Q3
–
Sell
-23
Closed
-$2.77K
–
995
2021
Q2
$2.77K
Hold
23
–
–
﹤0.01%
819
2021
Q1
$2.78K
Hold
23
–
–
﹤0.01%
849
2020
Q4
$2.56K
Buy
+23
New
+$2.28K
﹤0.01%
884
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$1.91T AUM
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1-Year Est. Return
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$1.61T AUM
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1-Year Est. Return
Franklin Resources
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$408B AUM
30.18%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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