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Institute for Wealth Management’s Hyatt Hotels H Stock Holding History

Institute for Wealth Management’s Portfolio H Stock Details H Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.93M Sell
9,969
-2,716
-21% -$476K 0.17% 118
2026
Q1 		$1.82M Sell
12,685
-32
-0.3% -$5.08K 0.19% 120
2025
Q4 		$2.04M Sell
12,717
-83
-0.6% -$12.7K 0.22% 99
2025
Q3 		$1.82M Sell
12,800
-248
-2% -$35.6K 0.19% 115
2025
Q2 		$1.82M Sell
13,048
-275
-2% -$34.3K 0.2% 110
2025
Q1 		$1.63M Buy
13,323
+2,372
+22% +$341K 0.21% 110
2024
Q4 		$1.72M Sell
10,951
-53
-0.5% -$8.22K 0.22% 100
2024
Q3 		$1.67M Sell
11,004
-180
-2% -$26.6K 0.21% 109
2024
Q2 		$1.7M Sell
11,184
-99
-0.9% -$14.9K 0.23% 99
2024
Q1 		$1.8M Buy
11,283
+19
+0.2% +$2.68K 0.23% 93
2023
Q4 		$1.47M Sell
11,264
-51
-0.5% -$5.78K 0.24% 101
2023
Q3 		$1.2M Sell
11,315
-118
-1% -$13.4K 0.22% 117
2023
Q2 		$1.31M Sell
11,433
-13
-0.1% -$1.47K 0.22% 113
2023
Q1 		$1.28M Sell
11,446
-111
-1% -$12.2K 0.24% 108
2022
Q4 		$1.05M Sell
11,557
-244
-2% -$22.4K 0.22% 127
2022
Q3 		$955K Buy
11,801
+240
+2% +$20.4K 0.21% 122
2022
Q2 		$854K Sell
11,561
-12
-0.1% -$1.04K 0.17% 156
2022
Q1 		$1.1M Sell
11,573
-64
-0.5% -$6.01K 0.18% 141
2021
Q4 		$1.12M Hold
11,637
– – 0.18% 141
2021
Q3 		$897K Buy
11,637
+138
+1% +$10.4K 0.16% 168
2021
Q2 		$893K Buy
11,499
+314
+3% +$25.4K 0.16% 170
2021
Q1 		$925K Buy
11,185
+260
+2% +$20.4K 0.18% 153
2020
Q4 		$811K Sell
10,925
-958
-8% -$62.4K 0.16% 162
2020
Q3 		$634K Buy
11,883
+445
+4% +$23.9K 0.14% 184
2020
Q2 		$575K Buy
11,438
+708
+7% +$37.7K 0.14% 202
2020
Q1 		$514K Buy
10,730
+790
+8% +$59.7K 0.16% 176
2019
Q4 		$892K Buy
9,940
+785
+9% +$61.2K 0.2% 145
2019
Q3 		$674K Sell
9,155
-155
-2% -$11.7K 0.17% 179
2019
Q2 		$709K Buy
9,310
+727
+8% +$54.9K 0.16% 198
2019
Q1 		$623K Buy
+8,583
New +$608K 0.14% 204

Other funds holding H

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
FOF
Fenelon Opportunity Fund Dallas, Texas $2.01B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Institute for Wealth Management's H Position: Q2 2026 in Review

Institute for Wealth Management reduced its Hyatt Hotels (H) stake by 21% in Q2 2026, selling an estimated $476K and leaving 9,969 shares worth $1.93M. The position accounts for 0.17% of the portfolio, ranked #118.

Institute for Wealth Management first reported a position in H in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.04M in Q4 2025. 524 funds tracked by Wall St. Rank hold H as of Q2 2026.

  • Institute for Wealth Management held 9,969 shares of Hyatt Hotels worth $1.93M as of Q2 2026.
  • Institute for Wealth Management sold 2,716 Hyatt Hotels shares in Q2 2026, an estimated $476K.
  • Hyatt Hotels made up 0.17% of Institute for Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Institute for Wealth Management first reported a position in Hyatt Hotels in Q1 2019 and has held it in 30 quarters since.
  • Institute for Wealth Management's Hyatt Hotels position peaked at $2.04M in Q4 2025.
  • 524 funds tracked by Wall St. Rank held Hyatt Hotels as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.