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Bogart Wealth LLC’s Hilton Worldwide HLT Stock Holding History

Bogart Wealth LLC’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 		$23K Buy
70
+21
+43% +$6.9K ﹤0.01% 758
2026
Q1 		$14.8K Buy
49
+1
+2% +$303 ﹤0.01% 798
2025
Q4 		$13.7K Sell
48
-16
-25% -$4.36K ﹤0.01% 784
2025
Q3 		$16.5K Buy
64
+3
+5% +$811 ﹤0.01% 714
2025
Q2 		$16.1K Buy
61
+4
+7% +$952 ﹤0.01% 684
2025
Q1 		$12.9K Sell
57
-27
-32% -$6.73K ﹤0.01% 690
2024
Q4 		$20.6K Buy
84
+30
+56% +$7.34K ﹤0.01% 581
2024
Q3 		$12.6K Hold
54
– – ﹤0.01% 643
2024
Q2 		$11.9K Hold
54
– – ﹤0.01% 624
2024
Q1 		$11.6K Buy
54
+49
+980% +$9.64K ﹤0.01% 620
2023
Q4 		$910 Sell
5
-23
-82% -$3.75K ﹤0.01% 962
2023
Q3 		$4.21K Buy
28
+23
+460% +$3.47K ﹤0.01% 760
2023
Q2 		$728 Sell
5
-10
-67% -$1.42K ﹤0.01% 964
2023
Q1 		$2.11K Sell
15
-10
-40% -$1.41K ﹤0.01% 899
2022
Q4 		$3.16K Buy
25
+15
+150% +$1.98K ﹤0.01% 742
2022
Q3 		$1K Hold
10
– – ﹤0.01% 899
2022
Q2 		$1K Buy
+10
New +$1.38K ﹤0.01% 837

Other funds holding HLT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bogart Wealth LLC's HLT Position: Q2 2026 in Review

Bogart Wealth LLC increased its Hilton Worldwide (HLT) stake by 43% in Q2 2026, buying an estimated $6.9K and bringing the position to 70 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Bogart Wealth LLC first reported a position in HLT in Q2 2022 and has held it in 17 quarters since. 1,288 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

  • Bogart Wealth LLC held 70 shares of Hilton Worldwide worth $23K as of Q2 2026.
  • Bogart Wealth LLC bought 21 Hilton Worldwide shares in Q2 2026, an estimated $6.9K.
  • Hilton Worldwide made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #758 holding.
  • Bogart Wealth LLC first reported a position in Hilton Worldwide in Q2 2022 and has held it in 17 quarters since.
  • 1,288 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.