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Concurrent Investment Advisors’s Hilton Worldwide HLT Stock Holding History

Concurrent Investment Advisors’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 		$1.97M Buy
5,971
+1,086
+22% +$357K 0.02% 725
2026
Q1 		$1.49M Buy
4,885
+768
+19% +$233K 0.02% 718
2025
Q4 		$1.18M Buy
4,117
+1,068
+35% +$291K 0.01% 755
2025
Q3 		$791K Buy
3,049
+106
+4% +$28.7K 0.01% 737
2025
Q2 		$784K Buy
2,943
+43
+1% +$10.2K 0.02% 677
2025
Q1 		$660K Sell
2,900
-332
-10% -$82.7K 0.02% 660
2024
Q4 		$799K Buy
3,232
+43
+1% +$10.5K 0.02% 547
2024
Q3 		$735K Buy
3,189
+778
+32% +$168K 0.02% 532
2024
Q2 		$526K Buy
2,411
+415
+21% +$85.2K 0.02% 575
2024
Q1 		$426K Buy
1,996
+190
+11% +$37.4K 0.02% 586
2023
Q4 		$329K Buy
+1,806
New +$295K 0.02% 624

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's HLT Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Hilton Worldwide (HLT) stake by 22% in Q2 2026, buying an estimated $357K and bringing the position to 5,971 shares worth $1.97M. The position accounts for 0.02% of the portfolio, ranked #725.

Concurrent Investment Advisors first reported a position in HLT in Q4 2023 and has held it in 11 quarters since. 1,294 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

  • Concurrent Investment Advisors held 5,971 shares of Hilton Worldwide worth $1.97M as of Q2 2026.
  • Concurrent Investment Advisors bought 1,086 Hilton Worldwide shares in Q2 2026, an estimated $357K.
  • Hilton Worldwide made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #725 holding.
  • Concurrent Investment Advisors first reported a position in Hilton Worldwide in Q4 2023 and has held it in 11 quarters since.
  • 1,294 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.