IWM
HLT icon

Iams Wealth Management’s Hilton Worldwide HLT Stock Holding History

Iams Wealth 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
Q2 		$743K Buy
2,247
+407
+22% +$134K 0.22% 120
2026
Q1 		$560K Buy
1,840
+637
+53% +$193K 0.2% 131
2025
Q4 		$346K Buy
1,203
+280
+30% +$76.2K 0.12% 152
2025
Q3 		$239K Buy
+923
New +$250K 0.1% 168

Other funds holding HLT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Iams Wealth Management's HLT Position: Q2 2026 in Review

Iams Wealth Management increased its Hilton Worldwide (HLT) stake by 22% in Q2 2026, buying an estimated $134K and bringing the position to 2,247 shares worth $743K. The position accounts for 0.22% of the portfolio, ranked #120.

Iams Wealth Management first reported a position in HLT in Q3 2025 and has held it in 4 quarters since. 1,287 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

  • Iams Wealth Management held 2,247 shares of Hilton Worldwide worth $743K as of Q2 2026.
  • Iams Wealth Management bought 407 Hilton Worldwide shares in Q2 2026, an estimated $134K.
  • Hilton Worldwide made up 0.22% of Iams Wealth Management's portfolio in Q2 2026, its #120 holding.
  • Iams Wealth Management first reported a position in Hilton Worldwide in Q3 2025 and has held it in 4 quarters since.
  • 1,287 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.