EWA
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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
Q2 		$15.6K Sell
297
-729
-71% -$35.2K ﹤0.01% 2621
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 $8.94B AUM 120.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HPC
Hill Path Capital New York $1.92B AUM 5.67% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return
NPCM
North Peak Capital Management New York $900M AUM 193.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MA
Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Hilton Grand Vacations (HGV) stake by 71% in Q2 2026, selling an estimated $35.2K and leaving 297 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2621.

EverSource Wealth Advisors first reported a position in HGV in Q1 2023 and has held it in 14 quarters since. The position peaked at $46.4K in Q3 2025. 302 funds tracked by Wall St. Rank hold HGV as of Q2 2026.

  • EverSource Wealth Advisors held 297 shares of Hilton Grand Vacations worth $15.6K as of Q2 2026.
  • EverSource Wealth Advisors sold 729 Hilton Grand Vacations shares in Q2 2026, an estimated $35.2K.
  • Hilton Grand Vacations made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2621 holding.
  • EverSource Wealth Advisors first reported a position in Hilton Grand Vacations in Q1 2023 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's Hilton Grand Vacations position peaked at $46.4K in Q3 2025.
  • 302 funds tracked by Wall St. Rank held Hilton Grand Vacations as of Q2 2026.

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