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Dogwood Wealth Management’s Hilton Worldwide HLT Stock Holding History

Dogwood Wealth Management’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 		$21.5K Buy
65
+20
+44% +$6.57K 0.01% 239
2026
Q1 		$13.7K Buy
45
+20
+80% +$6.06K 0.01% 292
2025
Q4 		$7.18K Buy
25
+6
+32% +$1.63K ﹤0.01% 356
2025
Q3 		$4.93K Buy
19
+1
+6% +$270 ﹤0.01% 402
2025
Q2 		$4.91K Buy
18
+9
+100% +$2.14K ﹤0.01% 436
2025
Q1 		$2.05K Buy
+9
New +$2.24K ﹤0.01% 336
2024
Q3 		– Sell
-52
Closed -$11.3K – 279
2024
Q2 		$11.4K Buy
+52
New +$10.7K 0.01% 165
2024
Q1 		– Hold
0
– – – 315
2023
Q4 		– Hold
0
– – – 300

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 $3.38T AUM 44.17% 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

Dogwood Wealth Management's HLT Position: Q2 2026 in Review

Dogwood Wealth Management increased its Hilton Worldwide (HLT) stake by 44% in Q2 2026, buying an estimated $6.57K and bringing the position to 65 shares worth $21.5K. The position accounts for 0.01% of the portfolio, ranked #239.

Dogwood Wealth Management first reported a position in HLT in Q2 2024 and has held it in 7 quarters since. 1,294 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

  • Dogwood Wealth Management held 65 shares of Hilton Worldwide worth $21.5K as of Q2 2026.
  • Dogwood Wealth Management bought 20 Hilton Worldwide shares in Q2 2026, an estimated $6.57K.
  • Hilton Worldwide made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #239 holding.
  • Dogwood Wealth Management first reported a position in Hilton Worldwide in Q2 2024 and has held it in 7 quarters since.
  • 1,294 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.