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Burkett Financial Services’s Hilton Worldwide HLT Stock Holding History

Burkett Financial Services’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 		$18.5K Hold
58
– – 0.01% 262
2026
Q2 		$19.2K Buy
+58
New +$19.1K 0.01% 151

Other funds holding HLT

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Burkett Financial Services's HLT Position: Q3 2026 in Review

Burkett Financial Services held its Hilton Worldwide (HLT) position steady in Q3 2026 at 58 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #262.

Burkett Financial Services first reported a position in HLT in Q2 2026 and has held it in 2 quarters since. The position peaked at $19.2K in Q2 2026. 9 funds tracked by Wall St. Rank hold HLT as of Q3 2026.

  • Burkett Financial Services held 58 shares of Hilton Worldwide worth $18.5K as of Q3 2026.
  • Burkett Financial Services left its Hilton Worldwide share count unchanged in Q3 2026.
  • Hilton Worldwide made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #262 holding.
  • Burkett Financial Services first reported a position in Hilton Worldwide in Q2 2026 and has held it in 2 quarters since.
  • Burkett Financial Services's Hilton Worldwide position peaked at $19.2K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Hilton Worldwide as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.