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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Advisors Wealth Management's HLT Position: Q2 2026 in Review

Capital Advisors Wealth Management held its Hilton Worldwide (HLT) position steady in Q2 2026 at 1,404 shares worth $464K. The position accounts for 0.05% of the portfolio, ranked #147.

Capital Advisors Wealth Management first reported a position in HLT in Q1 2024 and has held it in 10 quarters since. 1,288 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

Capital Advisors Wealth Management held 1,404 shares of Hilton Worldwide worth $464K as of Q2 2026.
Capital Advisors Wealth Management left its Hilton Worldwide share count unchanged in Q2 2026.
Hilton Worldwide made up 0.05% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #147 holding.
Capital Advisors Wealth Management first reported a position in Hilton Worldwide in Q1 2024 and has held it in 10 quarters since.
1,288 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.