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Cape Investment Advisory’s Hyatt Hotels H Stock Holding History

Cape Investment Advisory’s Portfolio H Stock Details H Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.88K Buy
+20
New +$3.5K ﹤0.01% 1097
2026
Q1 		– Sell
-20
Closed -$3.21K – 609
2025
Q4 		$3.21K Buy
20
+1
+5% +$153 ﹤0.01% 1016
2025
Q3 		$2.7K Sell
19
-1
-5% -$143 ﹤0.01% 632
2025
Q2 		$2.79K Buy
+20
New +$2.5K ﹤0.01% 880

Other funds holding H

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
FOF
Fenelon Opportunity Fund Dallas, Texas $2.01B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cape Investment Advisory's H Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Hyatt Hotels (H) in Q2 2026: 20 shares worth $3.88K. The stake represents ﹤0.01% of the portfolio and ranks #1097 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in H as recently as Q4 2025.

Cape Investment Advisory first reported a position in H in Q2 2025 and has held it in 4 quarters since. 527 funds tracked by Wall St. Rank hold H as of Q2 2026.

  • Cape Investment Advisory held 20 shares of Hyatt Hotels worth $3.88K as of Q2 2026.
  • Hyatt Hotels was a new Cape Investment Advisory position in Q2 2026.
  • Hyatt Hotels made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1097 holding.
  • Cape Investment Advisory first reported a position in Hyatt Hotels in Q2 2025 and has held it in 4 quarters since.
  • 527 funds tracked by Wall St. Rank held Hyatt Hotels as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.