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Capital Advisors Ltd’s Hilton Grand Vacations HGV Stock Holding History

Capital Advisors Ltd’s Portfolio HGV Stock Details HGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$0 Hold
4
– – ﹤0.01% 1456
2026
Q1 		$0 Hold
4
– – ﹤0.01% 1468
2025
Q4 		$0 Hold
4
– – ﹤0.01% 1443
2025
Q3 		$0 Hold
4
– – ﹤0.01% 1446
2025
Q2 		$0 Buy
+4
New +$151 ﹤0.01% 1464
2024
Q4 		– Sell
-200
Closed -$7K – 1466
2024
Q3 		$7K Hold
200
– – ﹤0.01% 855
2024
Q2 		$8K Buy
+200
New +$8.49K ﹤0.01% 800

Other funds holding HGV

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Capital Advisors Ltd's HGV Position: Q2 2026 in Review

Capital Advisors Ltd held its Hilton Grand Vacations (HGV) position steady in Q2 2026 at 4 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1456.

Capital Advisors Ltd first reported a position in HGV in Q2 2024 and has held it in 7 quarters since. The position peaked at $8K in Q2 2024. 20 funds tracked by Wall St. Rank hold HGV as of Q2 2026.

  • Capital Advisors Ltd held 4 shares of Hilton Grand Vacations worth $0 as of Q2 2026.
  • Capital Advisors Ltd left its Hilton Grand Vacations share count unchanged in Q2 2026.
  • Hilton Grand Vacations made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1456 holding.
  • Capital Advisors Ltd first reported a position in Hilton Grand Vacations in Q2 2024 and has held it in 7 quarters since.
  • Capital Advisors Ltd's Hilton Grand Vacations position peaked at $8K in Q2 2024.
  • 20 funds tracked by Wall St. Rank held Hilton Grand Vacations as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.