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Cooper Financial Group’s Hilton Worldwide HLT Stock Holding History

Cooper Financial Group’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
Q3 		$246K Sell
773
-1,263
-62% -$405K 0.02% 388
2026
Q2 		$673K Sell
2,036
-1,524
-43% -$501K 0.06% 221
2026
Q1 		$1.08M Sell
3,560
-166
-4% -$50.3K 0.11% 148
2025
Q4 		$1.07M Sell
3,726
-106
-3% -$28.9K 0.11% 133
2025
Q3 		$994K Sell
3,832
-59
-2% -$15.9K 0.11% 141
2025
Q2 		$1.04M Sell
3,891
-100
-3% -$23.8K 0.12% 137
2025
Q1 		$908K Buy
3,991
+354
+10% +$88.2K 0.12% 154
2024
Q4 		$899K Buy
3,637
+401
+12% +$98.1K 0.11% 155
2024
Q3 		$746K Buy
3,236
+1,748
+117% +$378K 0.1% 185
2024
Q2 		$325K Buy
+1,488
New +$306K 0.05% 288

Other funds holding HLT

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
SRM
Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Cooper Financial Group's HLT Position: Q3 2026 in Review

Cooper Financial Group reduced its Hilton Worldwide (HLT) stake by 62% in Q3 2026, selling an estimated $405K and leaving 773 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #388.

Cooper Financial Group first reported a position in HLT in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.08M in Q1 2026. 46 funds tracked by Wall St. Rank hold HLT as of Q3 2026.

  • Cooper Financial Group held 773 shares of Hilton Worldwide worth $246K as of Q3 2026.
  • Cooper Financial Group sold 1,263 Hilton Worldwide shares in Q3 2026, an estimated $405K.
  • Hilton Worldwide made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #388 holding.
  • Cooper Financial Group first reported a position in Hilton Worldwide in Q2 2024 and has held it in 10 quarters since.
  • Cooper Financial Group's Hilton Worldwide position peaked at $1.08M in Q1 2026.
  • 46 funds tracked by Wall St. Rank held Hilton Worldwide as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.