CT
HLT icon

Caldwell Trust’s Hilton Worldwide HLT Stock Holding History

Caldwell Trust’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 		$1.37M Buy
4,157
+800
+24% +$263K 0.11% 147
2026
Q1 		$1.02M Buy
3,357
+3,293
+5,145% +$998K 0.09% 163
2025
Q4 		$18.4K Hold
64
– – ﹤0.01% 594
2025
Q3 		$16.6K Hold
64
– – ﹤0.01% 587
2025
Q2 		$17K Hold
64
– – ﹤0.01% 579
2025
Q1 		$14.6K Buy
+64
New +$15.9K ﹤0.01% 596

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

Caldwell Trust's HLT Position: Q2 2026 in Review

Caldwell Trust increased its Hilton Worldwide (HLT) stake by 24% in Q2 2026, buying an estimated $263K and bringing the position to 4,157 shares worth $1.37M. The position accounts for 0.11% of the portfolio, ranked #147.

Caldwell Trust first reported a position in HLT in Q1 2025 and has held it in 6 quarters since. 1,293 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

  • Caldwell Trust held 4,157 shares of Hilton Worldwide worth $1.37M as of Q2 2026.
  • Caldwell Trust bought 800 Hilton Worldwide shares in Q2 2026, an estimated $263K.
  • Hilton Worldwide made up 0.11% of Caldwell Trust's portfolio in Q2 2026, its #147 holding.
  • Caldwell Trust first reported a position in Hilton Worldwide in Q1 2025 and has held it in 6 quarters since.
  • 1,293 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.