CAWM
HLT icon

Capital Advisors Wealth Management’s Hilton Worldwide HLT Stock Holding History

Capital Advisors Wealth Management’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 		$447K Hold
1,404
– – 0.05% 153
2026
Q2 		$464K Hold
1,404
– – 0.05% 147
2026
Q1 		$427K Hold
1,404
– – 0.06% 145
2025
Q4 		$403K Hold
1,404
– – 0.05% 143
2025
Q3 		$364K Buy
1,404
+404
+40% +$109K 0.05% 149
2025
Q2 		$266K Hold
1,000
– – 0.04% 165
2025
Q1 		$228K Hold
1,000
– – 0.04% 165
2024
Q4 		$247K Hold
1,000
– – 0.04% 153
2024
Q3 		$231K Hold
1,000
– – 0.04% 151
2024
Q2 		$218K Hold
1,000
– – 0.04% 146
2024
Q1 		$213K Buy
+1,000
New +$197K 0.04% 145

Other funds holding HLT

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
SRM
Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Capital Advisors Wealth Management's HLT Position: Q3 2026 in Review

Capital Advisors Wealth Management held its Hilton Worldwide (HLT) position steady in Q3 2026 at 1,404 shares worth $447K. The position accounts for 0.05% of the portfolio, ranked #153.

Capital Advisors Wealth Management first reported a position in HLT in Q1 2024 and has held it in 11 quarters since. The position peaked at $464K in Q2 2026. 46 funds tracked by Wall St. Rank hold HLT as of Q3 2026.

  • Capital Advisors Wealth Management held 1,404 shares of Hilton Worldwide worth $447K as of Q3 2026.
  • Capital Advisors Wealth Management left its Hilton Worldwide share count unchanged in Q3 2026.
  • Hilton Worldwide made up 0.05% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #153 holding.
  • Capital Advisors Wealth Management first reported a position in Hilton Worldwide in Q1 2024 and has held it in 11 quarters since.
  • Capital Advisors Wealth Management's Hilton Worldwide position peaked at $464K in Q2 2026.
  • 46 funds tracked by Wall St. Rank held Hilton Worldwide as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.