GWAG
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Garrett Wealth Advisory Group’s Hilltop Holdings HTH Stock Holding History

Garrett Wealth Advisory Group’s Portfolio HTH Stock Details HTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$236K Hold
6,600
– – 0.04% 123
2025
Q4 		$224K Hold
6,600
– – 0.04% 108
2025
Q3 		$221K Hold
6,600
– – 0.04% 109
2025
Q2 		$200K Hold
6,600
– – 0.04% 112
2025
Q1 		$201K Buy
+6,600
New +$201K 0.04% 110
2024
Q4 		– Sell
-6,600
Closed -$212K – 101
2024
Q3 		$212K Buy
+6,600
New +$212K 0.05% 94
2019
Q4 		– Sell
-3,600
Closed -$86K – 310
2019
Q3 		$86K Buy
+3,600
New +$82.6K 0.06% 95

Other funds holding HTH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return