EverSource Wealth Advisors’s Hilton Grand Vacations HGV Stock Holding History

EverSource Wealth Advisors’s Portfolio HGV Stock Details HGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$40.1K	Buy	1,026 +157	+18%	+$7.04K	﹤0.01%	2056
2025 Q4	$38.9K	Sell	869 -240	-22%	-$10.2K	﹤0.01%	1924
2025 Q3	$46.4K	Buy	1,109 +468	+73%	+$21.5K	﹤0.01%	1767
2025 Q2	$26.6K	Buy	641 +565	+743%	+$21.3K	﹤0.01%	2072
2025 Q1	$2.84K	Buy	76 +62	+443%	+$2.47K	﹤0.01%	2757
2024 Q4	$545	Hold	14	–	–	﹤0.01%	3160
2024 Q3	$508	Hold	14	–	–	﹤0.01%	2878
2024 Q2	$605	Hold	14	–	–	﹤0.01%	2847
2024 Q1	$583	Sell	14 -25	-64%	-$1.09K	﹤0.01%	2678
2023 Q4	$1.57K	Buy	39 +16	+70%	+$600	﹤0.01%	2252
2023 Q3	$936	Sell	23 -9	-28%	-$397	﹤0.01%	2254
2023 Q2	$1.45K	Sell	32 -10	-24%	-$446	﹤0.01%	2109
2023 Q1	$1.87K	Buy	+42	New	+$1.9K	﹤0.01%	1951

Other funds holding HGV

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HPC

Hill Path Capital New York $1.37B AUM 15.26% 1-Year Est. Return

CIP

CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return

NPCM

North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EverSource Wealth Advisors's HGV Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Hilton Grand Vacations (HGV) stake by 18% in Q1 2026, buying an estimated $7.04K and bringing the position to 1,026 shares worth $40.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2056.

EverSource Wealth Advisors first reported a position in HGV in Q1 2023 and has held it in 13 quarters since. The position peaked at $46.4K in Q3 2025. 264 funds tracked by Wall St. Rank hold HGV as of Q1 2026.

EverSource Wealth Advisors held 1,026 shares of Hilton Grand Vacations worth $40.1K as of Q1 2026.
EverSource Wealth Advisors bought 157 Hilton Grand Vacations shares in Q1 2026, an estimated $7.04K.
Hilton Grand Vacations made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2056 holding.
EverSource Wealth Advisors first reported a position in Hilton Grand Vacations in Q1 2023 and has held it in 13 quarters since.
EverSource Wealth Advisors's Hilton Grand Vacations position peaked at $46.4K in Q3 2025.
264 funds tracked by Wall St. Rank held Hilton Grand Vacations as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.