Congress Wealth Management’s Hyatt Hotels H Stock Holding History

Congress Wealth Management’s Portfolio H Stock Details H Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$330K	Buy	2,362 +93	+4%	+$11.6K	﹤0.01%	1036
2025 Q1	$278K	Buy	2,269 +69	+3%	+$9.93K	﹤0.01%	955
2024 Q4	$345K	Hold	2,200	–	–	﹤0.01%	731
2024 Q3	$335K	Hold	2,200	–	–	﹤0.01%	708
2024 Q2	$334K	Hold	2,200	–	–	0.01%	591
2024 Q1	$351K	Hold	2,200	–	–	0.01%	488
2023 Q4	$287K	Hold	2,200	–	–	0.01%	537
2023 Q3	$233K	Hold	2,200	–	–	﹤0.01%	559
2023 Q2	$252K	Hold	2,200	–	–	0.01%	506
2023 Q1	$246K	Buy	+2,200	New	+$241K	0.01%	511
2022 Q2	–	Sell	-2,200	Closed	-$210K	–	579
2022 Q1	$210K	Hold	2,200	–	–	﹤0.01%	574
2021 Q4	$211K	Buy	+2,200	New	+$188K	﹤0.01%	584

Other funds holding H

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

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

Congress Wealth Management's H Position: Q2 2025 in Review

Congress Wealth Management increased its Hyatt Hotels (H) stake by 4.1% in Q2 2025, buying an estimated $11.6K and bringing the position to 2,362 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

Congress Wealth Management first reported a position in H in Q4 2021 and has held it in 12 quarters since. The position peaked at $351K in Q1 2024. 435 funds tracked by Wall St. Rank hold H as of Q2 2025.

Congress Wealth Management held 2,362 shares of Hyatt Hotels worth $330K as of Q2 2025.
Congress Wealth Management bought 93 Hyatt Hotels shares in Q2 2025, an estimated $11.6K.
Hyatt Hotels made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1036 holding.
Congress Wealth Management first reported a position in Hyatt Hotels in Q4 2021 and has held it in 12 quarters since.
Congress Wealth Management's Hyatt Hotels position peaked at $351K in Q1 2024.
435 funds tracked by Wall St. Rank held Hyatt Hotels as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.