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Essential Partners’s Hilton Worldwide HLT Stock Holding History

Essential Partners’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
Q3 		$116K Sell
366
-203
-36% -$65.1K 0.05% 386
2026
Q2 		$188K Sell
569
-1,562
-73% -$513K 0.09% 244
2026
Q1 		$648K Hold
2,131
– – 0.22% 118
2025
Q4 		$612K Sell
2,131
-349
-14% -$95K 0.19% 153
2025
Q3 		$643K Buy
2,480
+12
+0.5% +$3.24K 0.21% 132
2025
Q2 		$657K Buy
+2,468
New +$587K 0.26% 116

Other funds holding HLT

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MCG
McCollum Christoferson Group Amherst, New York $343M AUM 13.42% 1-Year Est. Return
CAM
Clio Asset Management Charlottesville, Virginia $119M AUM 1.1% 1-Year Est. Return
SRM
Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Essential Partners's HLT Position: Q3 2026 in Review

Essential Partners reduced its Hilton Worldwide (HLT) stake by 36% in Q3 2026, selling an estimated $65.1K and leaving 366 shares worth $116K. The position accounts for 0.05% of the portfolio, ranked #386.

Essential Partners first reported a position in HLT in Q2 2025 and has held it in 6 quarters since. The position peaked at $657K in Q2 2025. 92 funds tracked by Wall St. Rank hold HLT as of Q3 2026.

  • Essential Partners held 366 shares of Hilton Worldwide worth $116K as of Q3 2026.
  • Essential Partners sold 203 Hilton Worldwide shares in Q3 2026, an estimated $65.1K.
  • Hilton Worldwide made up 0.05% of Essential Partners's portfolio in Q3 2026, its #386 holding.
  • Essential Partners first reported a position in Hilton Worldwide in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Hilton Worldwide position peaked at $657K in Q2 2025.
  • 92 funds tracked by Wall St. Rank held Hilton Worldwide as of Q3 2026.

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