EWA
H icon

EverSource Wealth Advisors’s Hyatt Hotels H Stock Holding History

EverSource Wealth Advisors’s Portfolio H Stock Details H Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.2K Sell
63
-86
-58% -$15.1K ﹤0.01% 2783
2026
Q1 		$21.4K Buy
149
+10
+7% +$1.59K ﹤0.01% 2464
2025
Q4 		$22.3K Sell
139
-77
-36% -$11.8K ﹤0.01% 2318
2025
Q3 		$30.7K Buy
216
+107
+98% +$15.3K ﹤0.01% 2039
2025
Q2 		$15.2K Sell
109
-229
-68% -$28.6K ﹤0.01% 2501
2025
Q1 		$41.4K Sell
338
-5
-1% -$720 ﹤0.01% 1322
2024
Q4 		$53.8K Buy
343
+5
+1% +$776 ﹤0.01% 1158
2024
Q3 		$51.4K Hold
338
– – ﹤0.01% 1058
2024
Q2 		$49.8K Buy
338
+310
+1,107% +$46.5K ﹤0.01% 1094
2024
Q1 		$4.17K Buy
+28
New +$3.94K ﹤0.01% 2130

Other funds holding H

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
FOF
Fenelon Opportunity Fund Dallas, Texas $2.01B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EverSource Wealth Advisors's H Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Hyatt Hotels (H) stake by 58% in Q2 2026, selling an estimated $15.1K and leaving 63 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2783.

EverSource Wealth Advisors first reported a position in H in Q1 2024 and has held it in 10 quarters since. The position peaked at $53.8K in Q4 2024. 527 funds tracked by Wall St. Rank hold H as of Q2 2026.

  • EverSource Wealth Advisors held 63 shares of Hyatt Hotels worth $12.2K as of Q2 2026.
  • EverSource Wealth Advisors sold 86 Hyatt Hotels shares in Q2 2026, an estimated $15.1K.
  • Hyatt Hotels made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2783 holding.
  • EverSource Wealth Advisors first reported a position in Hyatt Hotels in Q1 2024 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's Hyatt Hotels position peaked at $53.8K in Q4 2024.
  • 527 funds tracked by Wall St. Rank held Hyatt Hotels as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.