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Independent Financial Group’s Hilton Worldwide HLT Stock Holding History

Independent Financial Group’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
2024
Q2 		– Sell
-1,136
Closed -$242K – 1117
2024
Q1 		$242K Buy
+1,136
New +$223K 0.01% 883

Other funds holding HLT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Independent Financial Group's HLT Position: Q2 2024 in Review

Independent Financial Group sold out of Hilton Worldwide (HLT) in Q2 2024, closing a stake of 1,136 shares — an estimated $242K sold.

Independent Financial Group first reported a position in HLT in Q1 2024 and held it in 1 quarter. The position peaked at $242K in Q1 2024. 889 funds tracked by Wall St. Rank hold HLT as of Q2 2024.

  • Independent Financial Group reported no remaining Hilton Worldwide position as of Q2 2024 after selling out during the quarter.
  • Independent Financial Group sold 1,136 Hilton Worldwide shares in Q2 2024, an estimated $242K.
  • Independent Financial Group first reported a position in Hilton Worldwide in Q1 2024 and held it in 1 quarter.
  • Independent Financial Group's Hilton Worldwide position peaked at $242K in Q1 2024.
  • 889 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2024.

Based on Independent Financial Group's 13F filing for Q2 2024, filed 12 Jun 2026.