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Essex Financial Services’s Hilton Worldwide HLT Stock Holding History

Essex Financial Services’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 		– Sell
-923
Closed -$281K – 858
2026
Q1 		$281K Buy
923
+176
+24% +$53.4K 0.02% 636
2025
Q4 		$215K Buy
+747
New +$203K 0.01% 732

Other funds holding HLT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Essex Financial Services's HLT Position: Q2 2026 in Review

Essex Financial Services sold out of Hilton Worldwide (HLT) in Q2 2026, closing a stake of 923 shares — an estimated $281K sold.

Essex Financial Services first reported a position in HLT in Q4 2025 and held it in 2 quarters. The position peaked at $281K in Q1 2026. 814 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

  • Essex Financial Services reported no remaining Hilton Worldwide position as of Q2 2026 after selling out during the quarter.
  • Essex Financial Services sold 923 Hilton Worldwide shares in Q2 2026, an estimated $281K.
  • Essex Financial Services first reported a position in Hilton Worldwide in Q4 2025 and held it in 2 quarters.
  • Essex Financial Services's Hilton Worldwide position peaked at $281K in Q1 2026.
  • 814 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.