Forum Financial Management’s Hilton Worldwide HLT Stock Holding History

Forum Financial Management’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 Q1	–	Sell	-1,876	Closed	-$539K	–	631
2025 Q4	$539K	Buy	1,876 +5	+0.3%	+$1.36K	0.01%	439
2025 Q3	$485K	Buy	1,871 +86	+5%	+$23.2K	0.01%	468
2025 Q2	$475K	Buy	1,785 +110	+7%	+$26.2K	0.01%	436
2025 Q1	$381K	Buy	1,675 +175	+12%	+$43.6K	0.01%	474
2024 Q4	$371K	Sell	1,500 -5	-0.3%	-$1.22K	0.01%	505
2024 Q3	$347K	Buy	1,505 +11	+0.7%	+$2.38K	0.01%	457
2024 Q2	$326K	Buy	1,494 +1	+0.1%	+$205	0.01%	445
2024 Q1	$318K	Hold	1,493	–	–	0.01%	475
2023 Q4	$272K	Hold	1,493	–	–	0.01%	496
2023 Q3	$224K	Hold	1,493	–	–	0.01%	544
2023 Q2	$217K	Buy	1,493 +7	+0.5%	+$997	﹤0.01%	581
2023 Q1	$209K	Buy	+1,486	New	+$209K	0.01%	547
2022 Q3	–	Sell	-1,997	Closed	-$223K	–	568
2022 Q2	$223K	Buy	1,997 +314	+19%	+$43.4K	0.01%	469
2022 Q1	$255K	Buy	1,683 +199	+13%	+$29.3K	0.01%	469
2021 Q4	$231K	Buy	+1,484	New	+$214K	0.01%	550

Other funds holding HLT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Forum Financial Management's HLT Position: Q1 2026 in Review

Forum Financial Management sold out of Hilton Worldwide (HLT) in Q1 2026, closing a stake of 1,876 shares — an estimated $539K sold.

Forum Financial Management first reported a position in HLT in Q4 2021 and held it in 15 quarters. The position peaked at $539K in Q4 2025. 1,190 funds tracked by Wall St. Rank hold HLT as of Q1 2026.

Forum Financial Management reported no remaining Hilton Worldwide position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 1,876 Hilton Worldwide shares in Q1 2026, an estimated $539K.
Forum Financial Management first reported a position in Hilton Worldwide in Q4 2021 and held it in 15 quarters.
Forum Financial Management's Hilton Worldwide position peaked at $539K in Q4 2025.
1,190 funds tracked by Wall St. Rank held Hilton Worldwide as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.