CPG
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Cornerstone Planning Group’s Hilton Worldwide HLT Stock Holding History

Cornerstone Planning 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
Q1 		$27.5K Buy
89
+27
+44% +$8.19K ﹤0.01% 572
2025
Q4 		$18.4K Buy
62
+12
+24% +$3.27K ﹤0.01% 611
2025
Q3 		$13K Buy
50
+2
+4% +$541 ﹤0.01% 700
2025
Q2 		$12.5K Buy
48
+10
+26% +$2.38K ﹤0.01% 510
2025
Q1 		$8.19K Buy
38
+14
+58% +$3.49K ﹤0.01% 621
2024
Q4 		$5.99K Buy
24
+7
+41% +$1.71K ﹤0.01% 542
2024
Q3 		$4.07K Buy
17
+2
+13% +$433 ﹤0.01% 611
2024
Q2 		$3.03K Buy
15
+14
+1,400% +$2.88K ﹤0.01% 678
2024
Q1 		$198 Hold
1
– – ﹤0.01% 1015
2023
Q4 		$182 Hold
1
– – ﹤0.01% 870
2023
Q3 		$150 Buy
+1
New +$151 ﹤0.01% 1060

Other funds holding HLT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return