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Concord Wealth Partners’s Hilton Worldwide HLT Stock Holding History

Concord Wealth Partners’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 		$35.4K Buy
+107
New +$35.2K ﹤0.01% 410
2026
Q1 		– Sell
-107
Closed -$30.7K – 448
2025
Q4 		$30.7K Hold
107
– – ﹤0.01% 387
2025
Q3 		$27.8K Hold
107
– – ﹤0.01% 413
2025
Q2 		$28.5K Hold
107
– – ﹤0.01% 417
2025
Q1 		$24.3K Sell
107
-25
-19% -$6.23K ﹤0.01% 412
2024
Q4 		$32.6K Hold
132
– – 0.01% 393
2024
Q3 		$30.4K Buy
132
+25
+23% +$5.41K 0.01% 406
2024
Q2 		$23.3K Hold
107
– – ﹤0.01% 407
2024
Q1 		$22.8K Hold
107
– – ﹤0.01% 471
2023
Q4 		$19.5K Sell
107
-115
-52% -$18.8K ﹤0.01% 480
2023
Q3 		$33.3K Hold
222
– – 0.01% 433
2023
Q2 		$32.3K Hold
222
– – 0.01% 422
2023
Q1 		$31.3K Hold
222
– – 0.01% 419
2022
Q4 		$28.1K Buy
+222
New +$29.3K 0.01% 477
2022
Q3 		– Sell
-222
Closed -$25K – 570
2022
Q2 		$25K Hold
222
– – 0.01% 495
2022
Q1 		$34K Hold
222
– – 0.01% 505
2021
Q4 		$35K Buy
222
+107
+93% +$15.4K 0.01% 520
2021
Q3 		$15K Sell
115
-141
-55% -$17.8K 0.01% 419
2021
Q2 		$31K Buy
256
+43
+20% +$5.37K 0.01% 421
2021
Q1 		$26K Buy
+213
New +$24.6K 0.01% 433

Other funds holding HLT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Concord Wealth Partners's HLT Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Hilton Worldwide (HLT) in Q2 2026: 107 shares worth $35.4K. The stake represents ﹤0.01% of the portfolio and ranks #410 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in HLT as recently as Q4 2025.

Concord Wealth Partners first reported a position in HLT in Q1 2021 and has held it in 20 quarters since. 1,288 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

  • Concord Wealth Partners held 107 shares of Hilton Worldwide worth $35.4K as of Q2 2026.
  • Hilton Worldwide was a new Concord Wealth Partners position in Q2 2026.
  • Hilton Worldwide made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #410 holding.
  • Concord Wealth Partners first reported a position in Hilton Worldwide in Q1 2021 and has held it in 20 quarters since.
  • 1,288 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.