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EP Wealth Advisors’s Hilton Worldwide HLT Stock Holding History

EP Wealth 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
Q2 		$1.51M Buy
4,575
+674
+17% +$222K 0.01% 650
2026
Q1 		$1.19M Sell
3,901
-110
-3% -$33.3K 0.01% 596
2025
Q4 		$1.15M Buy
+4,011
New +$1.09M 0.01% 583
2025
Q2 		$1.16M Buy
4,358
+337
+8% +$80.2K 0.01% 532
2025
Q1 		$915K Buy
4,021
+109
+3% +$27.2K 0.01% 526
2024
Q4 		$967K Buy
3,912
+179
+5% +$43.8K 0.01% 509
2024
Q3 		$860K Sell
3,733
-851
-19% -$184K 0.01% 529
2024
Q2 		$1M Buy
4,584
+968
+27% +$199K 0.01% 390
2024
Q1 		$771K Buy
3,616
+54
+2% +$10.6K 0.01% 427
2023
Q4 		$649K Sell
3,562
-149
-4% -$24.3K 0.01% 444
2023
Q3 		$557K Buy
+3,711
New +$561K 0.01% 442

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

EP Wealth Advisors's HLT Position: Q2 2026 in Review

EP Wealth Advisors increased its Hilton Worldwide (HLT) stake by 17% in Q2 2026, buying an estimated $222K and bringing the position to 4,575 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #650.

EP Wealth Advisors first reported a position in HLT in Q3 2023 and has held it in 11 quarters since. 1,288 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

  • EP Wealth Advisors held 4,575 shares of Hilton Worldwide worth $1.51M as of Q2 2026.
  • EP Wealth Advisors bought 674 Hilton Worldwide shares in Q2 2026, an estimated $222K.
  • Hilton Worldwide made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #650 holding.
  • EP Wealth Advisors first reported a position in Hilton Worldwide in Q3 2023 and has held it in 11 quarters since.
  • 1,288 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.