Bell Investment Advisors’s Hilton Grand Vacations HGV Stock Holding History

Bell Investment Advisors’s Portfolio HGV Stock Details HGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-11	Closed	-$457	–	1916
2025 Q2	$457	Hold	11	–	–	﹤0.01%	1783
2025 Q1	$412	Hold	11	–	–	﹤0.01%	1813
2024 Q4	$429	Sell	11 -33	-75%	-$1.3K	﹤0.01%	1821
2024 Q3	$1.6K	Hold	44	–	–	﹤0.01%	1441
2024 Q2	$1.78K	Hold	44	–	–	﹤0.01%	1405
2024 Q1	$2.08K	Buy	44 +11	+33%	+$481	﹤0.01%	1345
2023 Q4	$1.33K	Sell	33 -14	-30%	-$525	﹤0.01%	1496
2023 Q3	$1.91K	Buy	47 +33	+236%	+$1.45K	﹤0.01%	1293
2023 Q2	$637	Hold	14	–	–	﹤0.01%	1731
2023 Q1	$623	Sell	14 -13	-48%	-$589	﹤0.01%	1726
2022 Q4	$1.04K	Buy	+27	New	+$1.07K	﹤0.01%	1565
2021 Q4	$1K	Hold	14	–	–	﹤0.01%	1460
2021 Q3	$1K	Buy	+14	New	+$593	﹤0.01%	1403

Other funds holding HGV

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

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

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

HPC

Hill Path Capital New York $1.37B AUM 15.26% 1-Year Est. Return

CIP

CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return

NPCM

North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bell Investment Advisors's HGV Position: Q3 2025 in Review

Bell Investment Advisors sold out of Hilton Grand Vacations (HGV) in Q3 2025, closing a stake of 11 shares — an estimated $457 sold.

Bell Investment Advisors first reported a position in HGV in Q3 2021 and held it in 13 quarters. The position peaked at $2.08K in Q1 2024. 261 funds tracked by Wall St. Rank hold HGV as of Q3 2025.

Bell Investment Advisors reported no remaining Hilton Grand Vacations position as of Q3 2025 after selling out during the quarter.
Bell Investment Advisors sold 11 Hilton Grand Vacations shares in Q3 2025, an estimated $457.
Bell Investment Advisors first reported a position in Hilton Grand Vacations in Q3 2021 and held it in 13 quarters.
Bell Investment Advisors's Hilton Grand Vacations position peaked at $2.08K in Q1 2024.
261 funds tracked by Wall St. Rank held Hilton Grand Vacations as of Q3 2025.

Based on Bell Investment Advisors's 13F filing for Q3 2025, filed 21 Nov 2025.