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Essential Partners’s Hilton Grand Vacations HGV Stock Holding History

Essential Partners’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
Q3 		$20.2K Buy
584
+550
+1,618% +$24.4K 0.01% 908
2026
Q2 		$1.78K Hold
34
– – ﹤0.01% 2018
2026
Q1 		$1.33K Hold
34
– – ﹤0.01% 2145
2025
Q4 		$1.52K Hold
34
– – ﹤0.01% 1889
2025
Q3 		$1.42K Hold
34
– – ﹤0.01% 1914
2025
Q2 		$1.41K Buy
+34
New +$1.28K ﹤0.01% 1416

Other funds holding HGV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Essential Partners's HGV Position: Q3 2026 in Review

Essential Partners increased its Hilton Grand Vacations (HGV) stake by 1,618% in Q3 2026, buying an estimated $24.4K and bringing the position to 584 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #908.

Essential Partners first reported a position in HGV in Q2 2025 and has held it in 6 quarters since. 9 funds tracked by Wall St. Rank hold HGV as of Q3 2026.

  • Essential Partners held 584 shares of Hilton Grand Vacations worth $20.2K as of Q3 2026.
  • Essential Partners bought 550 Hilton Grand Vacations shares in Q3 2026, an estimated $24.4K.
  • Hilton Grand Vacations made up 0.01% of Essential Partners's portfolio in Q3 2026, its #908 holding.
  • Essential Partners first reported a position in Hilton Grand Vacations in Q2 2025 and has held it in 6 quarters since.
  • 9 funds tracked by Wall St. Rank held Hilton Grand Vacations as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.