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Everhart Financial Group’s Hilton Worldwide HLT Stock Holding History

Everhart Financial Group’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 		$1.7M Buy
5,159
+143
+3% +$47K 0.11% 95
2026
Q1 		$1.53M Buy
5,016
+502
+11% +$152K 0.13% 107
2025
Q4 		$1.3M Buy
4,514
+661
+17% +$180K 0.12% 114
2025
Q3 		$1,000K Buy
3,853
+521
+16% +$141K 0.1% 141
2025
Q2 		$887K Sell
3,332
-115
-3% -$27.4K 0.1% 132
2025
Q1 		$784K Buy
3,447
+232
+7% +$57.8K 0.11% 139
2024
Q4 		$795K Buy
3,215
+135
+4% +$33K 0.16% 128
2024
Q3 		$710K Buy
3,080
+524
+21% +$113K 0.16% 148
2024
Q2 		$558K Buy
2,556
+288
+13% +$59.2K 0.14% 146
2024
Q1 		$484K Buy
2,268
+296
+15% +$58.2K 0.14% 151
2023
Q4 		$359K Buy
1,972
+260
+15% +$42.4K 0.13% 152
2023
Q3 		$257K Buy
1,712
+138
+9% +$20.8K 0.11% 174
2023
Q2 		$229K Buy
1,574
+134
+9% +$19.1K 0.09% 191
2023
Q1 		$203K Buy
+1,440
New +$203K 0.09% 201

Other funds holding HLT

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Everhart Financial Group's HLT Position: Q2 2026 in Review

Everhart Financial Group increased its Hilton Worldwide (HLT) stake by 2.9% in Q2 2026, buying an estimated $47K and bringing the position to 5,159 shares worth $1.7M. The position accounts for 0.11% of the portfolio, ranked #95.

Everhart Financial Group first reported a position in HLT in Q1 2023 and has held it in 14 quarters since. 168 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

  • Everhart Financial Group held 5,159 shares of Hilton Worldwide worth $1.7M as of Q2 2026.
  • Everhart Financial Group bought 143 Hilton Worldwide shares in Q2 2026, an estimated $47K.
  • Hilton Worldwide made up 0.11% of Everhart Financial Group's portfolio in Q2 2026, its #95 holding.
  • Everhart Financial Group first reported a position in Hilton Worldwide in Q1 2023 and has held it in 14 quarters since.
  • 168 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.