EWA
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EverSource Wealth Advisors’s Hilton Worldwide HLT Stock Holding History

EverSource Wealth Advisors’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 		$582K Sell
1,762
-458
-21% -$151K 0.02% 511
2026
Q1 		$675K Sell
2,220
-438
-16% -$133K 0.02% 488
2025
Q4 		$764K Sell
2,658
-35
-1% -$9.53K 0.03% 403
2025
Q3 		$699K Sell
2,693
-160
-6% -$43.3K 0.03% 399
2025
Q2 		$760K Buy
2,853
+1,537
+117% +$366K 0.03% 344
2025
Q1 		$300K Buy
1,316
+50
+4% +$12.5K 0.02% 529
2024
Q4 		$313K Buy
1,266
+219
+21% +$53.6K 0.02% 493
2024
Q3 		$241K Sell
1,047
-24
-2% -$5.2K 0.02% 500
2024
Q2 		$230K Buy
1,071
+8
+0.8% +$1.64K 0.02% 512
2024
Q1 		$210K Buy
1,063
+33
+3% +$6.49K 0.02% 473
2023
Q4 		$188K Sell
1,030
-140
-12% -$22.8K 0.02% 444
2023
Q3 		$176K Sell
1,170
-23
-2% -$3.47K 0.02% 427
2023
Q2 		$174K Buy
1,193
+10
+0.8% +$1.42K 0.02% 435
2023
Q1 		$167K Buy
1,183
+1
+0.1% +$141 0.02% 405
2022
Q4 		$149K Sell
1,182
-55
-4% -$7.25K 0.02% 406
2022
Q3 		$149K Sell
1,237
-77
-6% -$9.74K 0.03% 345
2022
Q2 		$147K Buy
1,314
+450
+52% +$62.3K 0.04% 302
2022
Q1 		$130K Buy
864
+633
+274% +$93.3K 0.03% 298
2021
Q4 		$36K Buy
+231
New +$33.3K 0.01% 488

Other funds holding HLT

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Hilton Worldwide (HLT) stake by 21% in Q2 2026, selling an estimated $151K and leaving 1,762 shares worth $582K. The position accounts for 0.02% of the portfolio, ranked #511.

EverSource Wealth Advisors first reported a position in HLT in Q4 2021 and has held it in 19 quarters since. The position peaked at $764K in Q4 2025. 560 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

  • EverSource Wealth Advisors held 1,762 shares of Hilton Worldwide worth $582K as of Q2 2026.
  • EverSource Wealth Advisors sold 458 Hilton Worldwide shares in Q2 2026, an estimated $151K.
  • Hilton Worldwide made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #511 holding.
  • EverSource Wealth Advisors first reported a position in Hilton Worldwide in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Hilton Worldwide position peaked at $764K in Q4 2025.
  • 560 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

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