Carson Wealth (CWM LLC)’s Hilton Worldwide HLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.81M | Sell |
15,831
-156
| -1% | -$47.3K | 0.01% | 832 |
|
|
2025
Q4 | $4.59M | Sell |
15,987
-257
| -2% | -$70K | 0.01% | 818 |
|
|
2025
Q3 | $4.21M | Sell |
16,244
-17
| -0.1% | -$4.6K | 0.01% | 789 |
|
|
2025
Q2 | $4.33M | Buy |
16,261
+4,973
| +44% | +$1.18M | 0.02% | 636 |
|
|
2025
Q1 | $2.57M | Buy |
11,288
+1,047
| +10% | +$261K | 0.01% | 749 |
|
|
2024
Q4 | $2.53M | Buy |
10,241
+3,351
| +49% | +$820K | 0.01% | 692 |
|
|
2024
Q3 | $1.59M | Buy |
6,890
+294
| +4% | +$63.6K | 0.01% | 799 |
|
|
2024
Q2 | $1.44M | Buy |
6,596
+829
| +14% | +$170K | 0.01% | 738 |
|
|
2024
Q1 | $1.23M | Buy |
5,767
+1,668
| +41% | +$328K | 0.01% | 783 |
|
|
2023
Q4 | $746K | Buy |
4,099
+104
| +3% | +$17K | ﹤0.01% | 926 |
|
|
2023
Q3 | $600K | Buy |
3,995
+419
| +12% | +$63.3K | ﹤0.01% | 925 |
|
|
2023
Q2 | $520K | Buy |
3,576
+162
| +5% | +$23.1K | ﹤0.01% | 924 |
|
|
2023
Q1 | $481K | Buy |
3,414
+436
| +15% | +$61.4K | ﹤0.01% | 903 |
|
|
2022
Q4 | $376K | Buy |
2,978
+318
| +12% | +$41.9K | ﹤0.01% | 890 |
|
|
2022
Q3 | $321K | Buy |
2,660
+433
| +19% | +$54.7K | ﹤0.01% | 891 |
|
|
2022
Q2 | $248K | Buy |
2,227
+647
| +41% | +$89.5K | ﹤0.01% | 959 |
|
|
2022
Q1 | $240K | Buy |
1,580
+826
| +110% | +$122K | ﹤0.01% | 964 |
|
|
2021
Q4 | $118K | Buy |
+754
| New | +$109K | ﹤0.01% | 1229 |
|
|
2021
Q2 | $34K | Hold |
282
| – | – | ﹤0.01% | 1560 |
|
|
2021
Q1 | $34K | Hold |
282
| – | – | ﹤0.01% | 1560 |
|
|
2020
Q4 | $34K | Hold |
282
| – | – | ﹤0.01% | 1560 |
|
|
2020
Q3 | $34K | Hold |
282
| – | – | ﹤0.01% | 1560 |
|
|
2020
Q2 | $34K | Hold |
282
| – | – | ﹤0.01% | 1560 |
|
|
2020
Q1 | $34K | Hold |
282
| – | – | ﹤0.01% | 1560 |
|
|
2019
Q4 | $34K | Hold |
282
| – | – | ﹤0.01% | 1560 |
|
|
2019
Q3 | $34K | Hold |
282
| – | – | ﹤0.01% | 1559 |
|
|
2019
Q2 | $34K | Hold |
282
| – | – | ﹤0.01% | 1559 |
|
|
2019
Q1 | $34K | Sell |
282
-43
| -13% | -$3.37K | ﹤0.01% | 1559 |
|
|
2018
Q4 | $23K | Buy |
325
+235
| +261% | +$17K | ﹤0.01% | 1093 |
|
|
2018
Q3 | $7K | Sell |
90
-172
| -66% | -$13.6K | ﹤0.01% | 1247 |
|
|
2018
Q2 | $21K | Hold |
262
| – | – | ﹤0.01% | 827 |
|
|
2018
Q1 | $21K | Buy |
262
+154
| +143% | +$12.6K | ﹤0.01% | 695 |
|
|
2017
Q4 | $9K | Sell |
108
-6
| -5% | -$445 | ﹤0.01% | 912 |
|
|
2017
Q3 | $8K | Buy |
+114
| New | +$7.27K | ﹤0.01% | 942 |
|
Other funds holding HLT
VCM
VPM
Carson Wealth (CWM LLC)'s HLT Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Hilton Worldwide (HLT) stake by 0.98% in Q1 2026, selling an estimated $47.3K and leaving 15,831 shares worth $4.81M. The position accounts for 0.01% of the portfolio, ranked #832.
Carson Wealth (CWM LLC) first reported a position in HLT in Q3 2017 and has held it in 34 quarters since. 1,190 funds tracked by Wall St. Rank hold HLT as of Q1 2026.
- Carson Wealth (CWM LLC) held 15,831 shares of Hilton Worldwide worth $4.81M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 156 Hilton Worldwide shares in Q1 2026, an estimated $47.3K.
- Hilton Worldwide made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #832 holding.
- Carson Wealth (CWM LLC) first reported a position in Hilton Worldwide in Q3 2017 and has held it in 34 quarters since.
- 1,190 funds tracked by Wall St. Rank held Hilton Worldwide as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.