Crewe Advisors’s Hilton Worldwide HLT Stock Holding History

Crewe Advisors’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	$11.3K	Buy	37 +24	+185%	+$7.28K	﹤0.01%	616
2025 Q4	$3.73K	Buy	13 +4	+44%	+$1.09K	﹤0.01%	777
2025 Q3	$2.33K	Buy	9 +6	+200%	+$1.62K	﹤0.01%	827
2025 Q2	$800	Buy	+3	New	+$714	﹤0.01%	627
2024 Q4	–	Sell	-2	Closed	-$461	–	713
2024 Q3	$461	Buy	+2	New	+$433	﹤0.01%	668
2023 Q3	–	Sell	-12	Closed	-$1.75K	–	731
2023 Q2	$1.75K	Buy	+12	New	+$1.71K	﹤0.01%	544
2022 Q4	–	Sell	-64	Closed	-$8K	–	1129
2022 Q3	$8K	Buy	64 +17	+36%	+$2.15K	﹤0.01%	727
2022 Q2	$5K	Buy	+47	New	+$6.5K	﹤0.01%	758
2021 Q3	–	Sell	-66	Closed	-$8K	–	426
2021 Q2	$8K	Hold	66	–	–	﹤0.01%	296
2021 Q1	$8K	Hold	66	–	–	﹤0.01%	317
2020 Q4	$7K	Sell	66 -62	-48%	-$6.14K	﹤0.01%	308
2020 Q3	$11K	Buy	+128	New	+$10.7K	0.01%	235

Other funds holding HLT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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