Creative Planning
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Creative Planning’s Hilton Grand Vacations HGV Stock Holding History

Creative Planning’s Portfolio HGV Stock Details HGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.98M Buy
37,841
+7,028
+23% +$339K ﹤0.01% 2093
2026
Q1 		$1.21M Buy
30,813
+1,742
+6% +$78.1K ﹤0.01% 2306
2025
Q4 		$1.3M Buy
29,071
+4,290
+17% +$182K ﹤0.01% 2074
2025
Q3 		$1.04M Buy
24,781
+3,758
+18% +$173K ﹤0.01% 2080
2025
Q2 		$873K Sell
21,023
-5,180
-20% -$195K ﹤0.01% 1970
2025
Q1 		$980K Buy
26,203
+7,793
+42% +$311K ﹤0.01% 1734
2024
Q4 		$717K Buy
18,410
+3,029
+20% +$119K ﹤0.01% 1906
2024
Q3 		$559K Buy
15,381
+2,245
+17% +$86.9K ﹤0.01% 2001
2024
Q2 		$531K Sell
13,136
-4,839
-27% -$205K ﹤0.01% 1896
2024
Q1 		$849K Buy
17,975
+10,767
+149% +$471K ﹤0.01% 1446
2023
Q4 		$290K Buy
+7,208
New +$270K ﹤0.01% 2110
2017
Q3 		– Sell
-450
Closed -$16K – 2676
2017
Q2 		$16K Buy
450
+200
+80% +$6.9K ﹤0.01% 3321
2017
Q1 		$7K Buy
+250
New +$7.13K ﹤0.01% 3792

Other funds holding HGV

AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HPC
Hill Path Capital New York $1.92B AUM 5.67% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return
NPCM
North Peak Capital Management New York $900M AUM 193.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MA
Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning's HGV Position: Q2 2026 in Review

Creative Planning increased its Hilton Grand Vacations (HGV) stake by 23% in Q2 2026, buying an estimated $339K and bringing the position to 37,841 shares worth $1.98M. The position accounts for ﹤0.01% of the portfolio, ranked #2093.

Creative Planning first reported a position in HGV in Q1 2017 and has held it in 13 quarters since. 303 funds tracked by Wall St. Rank hold HGV as of Q2 2026.

  • Creative Planning held 37,841 shares of Hilton Grand Vacations worth $1.98M as of Q2 2026.
  • Creative Planning bought 7,028 Hilton Grand Vacations shares in Q2 2026, an estimated $339K.
  • Hilton Grand Vacations made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2093 holding.
  • Creative Planning first reported a position in Hilton Grand Vacations in Q1 2017 and has held it in 13 quarters since.
  • 303 funds tracked by Wall St. Rank held Hilton Grand Vacations as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.