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BSW Wealth Partners’s Hilton Worldwide HLT Stock Holding History

BSW Wealth Partners’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 		$263K Sell
797
-333
-29% -$109K 0.03% 274
2026
Q1 		$344K Buy
1,130
+25
+2% +$7.58K 0.04% 225
2025
Q4 		$317K Buy
+1,105
New +$301K 0.04% 236
2025
Q3 		– Sell
-797
Closed -$212K – 340
2025
Q2 		$212K Buy
+797
New +$190K 0.03% 297

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

BSW Wealth Partners's HLT Position: Q2 2026 in Review

BSW Wealth Partners reduced its Hilton Worldwide (HLT) stake by 29% in Q2 2026, selling an estimated $109K and leaving 797 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #274.

BSW Wealth Partners first reported a position in HLT in Q2 2025 and has held it in 4 quarters since. The position peaked at $344K in Q1 2026. 1,287 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

  • BSW Wealth Partners held 797 shares of Hilton Worldwide worth $263K as of Q2 2026.
  • BSW Wealth Partners sold 333 Hilton Worldwide shares in Q2 2026, an estimated $109K.
  • Hilton Worldwide made up 0.03% of BSW Wealth Partners's portfolio in Q2 2026, its #274 holding.
  • BSW Wealth Partners first reported a position in Hilton Worldwide in Q2 2025 and has held it in 4 quarters since.
  • BSW Wealth Partners's Hilton Worldwide position peaked at $344K in Q1 2026.
  • 1,287 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.