HHM Wealth Advisors’s Hilton Worldwide HLT Stock Holding History

HHM 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	$58.2K	Buy	176 +6	+4%	+$1.97K	0.01%	367
2026 Q1	$51.7K	Buy	170 +88	+107%	+$26.7K	0.01%	365
2025 Q4	$23.6K	Hold	82	–	–	﹤0.01%	472
2025 Q3	$21.3K	Sell	82 -6	-7%	-$1.62K	﹤0.01%	506
2025 Q2	$23.4K	Hold	88	–	–	﹤0.01%	487
2025 Q1	$20K	Hold	88	–	–	﹤0.01%	505
2024 Q4	$21.8K	Buy	88 +12	+16%	+$2.94K	﹤0.01%	489
2024 Q3	$17.5K	Hold	76	–	–	﹤0.01%	485
2024 Q2	$16.6K	Buy	76 +12	+19%	+$2.46K	﹤0.01%	480
2024 Q1	$13.7K	Hold	64	–	–	﹤0.01%	474
2023 Q4	$11.7K	Hold	64	–	–	﹤0.01%	490
2023 Q3	$9.61K	Hold	64	–	–	﹤0.01%	515
2023 Q2	$9.32K	Buy	+64	New	+$9.11K	﹤0.01%	551
2022 Q3	–	Sell	-26	Closed	-$3K	–	728
2022 Q2	$3K	Hold	26	–	–	﹤0.01%	707
2022 Q1	$4K	Hold	26	–	–	﹤0.01%	631
2021 Q4	$4K	Hold	26	–	–	﹤0.01%	593
2021 Q3	$3K	Hold	26	–	–	﹤0.01%	574
2021 Q2	$3K	Hold	26	–	–	﹤0.01%	559
2021 Q1	$3K	Hold	26	–	–	﹤0.01%	520
2020 Q4	$3K	Hold	26	–	–	﹤0.01%	481
2020 Q3	$2K	Hold	26	–	–	﹤0.01%	469
2020 Q2	$2K	Hold	26	–	–	﹤0.01%	457
2020 Q1	$2K	Buy	+26	New	+$2.53K	﹤0.01%	428

Other funds holding HLT

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return