EPW
HLT icon

Evergreen Private Wealth’s Hilton Worldwide HLT Stock Holding History

Evergreen Private Wealth’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
2025
Q4 		– Sell
-11
Closed -$2.85K – 136
2025
Q3 		$2.85K Hold
11
– – ﹤0.01% 204
2025
Q2 		$2.93K Buy
+11
New +$2.62K ﹤0.01% 220

Other funds holding HLT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Evergreen Private Wealth's HLT Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Hilton Worldwide (HLT) in Q4 2025, closing a stake of 11 shares — an estimated $2.85K sold.

Evergreen Private Wealth first reported a position in HLT in Q2 2025 and held it in 2 quarters. The position peaked at $2.93K in Q2 2025. 1,153 funds tracked by Wall St. Rank hold HLT as of Q4 2025.

  • Evergreen Private Wealth reported no remaining Hilton Worldwide position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 11 Hilton Worldwide shares in Q4 2025, an estimated $2.85K.
  • Evergreen Private Wealth first reported a position in Hilton Worldwide in Q2 2025 and held it in 2 quarters.
  • Evergreen Private Wealth's Hilton Worldwide position peaked at $2.93K in Q2 2025.
  • 1,153 funds tracked by Wall St. Rank held Hilton Worldwide as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.