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Crestwood Advisors Group’s Hilton Worldwide HLT Stock Holding History

Crestwood Advisors 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
Q2 		$70.3M Sell
212,748
-14,459
-6% -$4.75M 1.04% 23
2026
Q1 		$69.1M Sell
227,207
-15,989
-7% -$4.85M 1.16% 21
2025
Q4 		$69.9M Sell
243,196
-13,069
-5% -$3.56M 1.16% 21
2025
Q3 		$66.5M Sell
256,265
-7,773
-3% -$2.1M 1.13% 23
2025
Q2 		$70.3M Sell
264,038
-3,762
-1% -$896K 1.26% 19
2025
Q1 		$60.9M Sell
267,800
-2,739
-1% -$682K 1.16% 26
2024
Q4 		$66.9M Buy
270,539
+1,348
+0.5% +$330K 1.25% 24
2024
Q3 		$62M Buy
269,191
+3,161
+1% +$684K 1.19% 28
2024
Q2 		$58M Buy
266,030
+7,084
+3% +$1.45M 1.2% 27
2024
Q1 		$55.2M Buy
258,946
+6,408
+3% +$1.26M 1.21% 27
2023
Q4 		$46M Buy
252,538
+5,380
+2% +$878K 1.07% 30
2023
Q3 		$37.1M Buy
247,158
+3,068
+1% +$463K 0.97% 32
2023
Q2 		$35.5M Buy
244,090
+3,915
+2% +$557K 1.12% 32
2023
Q1 		$33.8M Sell
240,175
-4,672
-2% -$658K 1.13% 30
2022
Q4 		$30.9M Buy
244,847
+1,364
+0.6% +$180K 1.05% 37
2022
Q3 		$29.4M Buy
243,483
+4,072
+2% +$515K 1.04% 34
2022
Q2 		$26.7M Buy
239,411
+13,321
+6% +$1.84M 0.9% 41
2022
Q1 		$34.3M Buy
226,090
+8,459
+4% +$1.25M 0.96% 39
2021
Q4 		$33.9M Buy
217,631
+10,634
+5% +$1.53M 0.88% 46
2021
Q3 		$27.3M Buy
206,997
+16,555
+9% +$2.09M 0.77% 48
2021
Q2 		$23M Buy
190,442
+44,863
+31% +$5.6M 0.66% 53
2021
Q1 		$17.6M Buy
+145,579
New +$16.8M 0.55% 59
2020
Q1 		– Sell
-267,423
Closed -$29.7M – 240
2019
Q4 		$29.7M Buy
267,423
+1,250
+0.5% +$125K 1.18% 30
2019
Q3 		$24.8M Buy
266,173
+8,579
+3% +$814K 1.09% 37
2019
Q2 		$25.2M Buy
257,594
+10,578
+4% +$960K 1.14% 34
2019
Q1 		$20.5M Buy
247,016
+13,643
+6% +$1.07M 1.47% 25
2018
Q4 		$16.8M Buy
233,373
+39,983
+21% +$2.89M 1.33% 31
2018
Q3 		$15.6M Buy
+193,390
New +$15.2M 1.1% 42

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 $3.37T AUM 44.26% 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

Crestwood Advisors Group's HLT Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Hilton Worldwide (HLT) stake by 6.4% in Q2 2026, selling an estimated $4.75M and leaving 212,748 shares worth $70.3M. The position accounts for 1.04% of the portfolio, ranked #23.

Crestwood Advisors Group first reported a position in HLT in Q3 2018 and has held it in 28 quarters since. The position peaked at $70.3M in Q2 2025. 1,292 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

  • Crestwood Advisors Group held 212,748 shares of Hilton Worldwide worth $70.3M as of Q2 2026.
  • Crestwood Advisors Group sold 14,459 Hilton Worldwide shares in Q2 2026, an estimated $4.75M.
  • Hilton Worldwide made up 1.04% of Crestwood Advisors Group's portfolio in Q2 2026, its #23 holding.
  • Crestwood Advisors Group first reported a position in Hilton Worldwide in Q3 2018 and has held it in 28 quarters since.
  • Crestwood Advisors Group's Hilton Worldwide position peaked at $70.3M in Q2 2025.
  • 1,292 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.