HWA
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Heartwood Wealth Advisors’s Hilton Worldwide HLT Stock Holding History

Heartwood 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
2025
Q4 		– Sell
-92
Closed -$23.9K – 378
2025
Q3 		$23.9K Buy
+92
New +$24.9K ﹤0.01% 350

Other funds holding HLT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Heartwood Wealth Advisors's HLT Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Hilton Worldwide (HLT) in Q4 2025, closing a stake of 92 shares — an estimated $23.9K sold.

Heartwood Wealth Advisors first reported a position in HLT in Q3 2025 and held it in 1 quarter. The position peaked at $23.9K in Q3 2025. 1,153 funds tracked by Wall St. Rank hold HLT as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Hilton Worldwide position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 92 Hilton Worldwide shares in Q4 2025, an estimated $23.9K.
  • Heartwood Wealth Advisors first reported a position in Hilton Worldwide in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Hilton Worldwide position peaked at $23.9K in Q3 2025.
  • 1,153 funds tracked by Wall St. Rank held Hilton Worldwide as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.