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Institute for Wealth Management’s Hilton Worldwide HLT Stock Holding History

Institute for 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 		$578K Buy
1,749
+75
+4% +$24.6K 0.05% 295
2026
Q1 		$509K Sell
1,674
-61
-4% -$18.5K 0.05% 315
2025
Q4 		$498K Buy
1,735
+4
+0.2% +$1.09K 0.05% 319
2025
Q3 		$449K Sell
1,731
-839
-33% -$227K 0.05% 346
2025
Q2 		$684K Buy
2,570
+186
+8% +$44.3K 0.08% 254
2025
Q1 		$542K Buy
2,384
+653
+38% +$163K 0.07% 279
2024
Q4 		$428K Hold
1,731
– – 0.05% 316
2024
Q3 		$399K Hold
1,731
– – 0.05% 348
2024
Q2 		$378K Buy
1,731
+26
+2% +$5.34K 0.05% 340
2024
Q1 		$364K Hold
1,705
– – 0.05% 348
2023
Q4 		$310K Hold
1,705
– – 0.05% 364
2023
Q3 		$256K Hold
1,705
– – 0.05% 379
2023
Q2 		$248K Buy
1,705
+13
+0.8% +$1.85K 0.04% 406
2023
Q1 		$238K Hold
1,692
– – 0.05% 399
2022
Q4 		$214K Buy
+1,692
New +$223K 0.04% 412

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

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

Institute for Wealth Management increased its Hilton Worldwide (HLT) stake by 4.5% in Q2 2026, buying an estimated $24.6K and bringing the position to 1,749 shares worth $578K. The position accounts for 0.05% of the portfolio, ranked #295.

Institute for Wealth Management first reported a position in HLT in Q4 2022 and has held it in 15 quarters since. The position peaked at $684K in Q2 2025. 1,287 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

  • Institute for Wealth Management held 1,749 shares of Hilton Worldwide worth $578K as of Q2 2026.
  • Institute for Wealth Management bought 75 Hilton Worldwide shares in Q2 2026, an estimated $24.6K.
  • Hilton Worldwide made up 0.05% of Institute for Wealth Management's portfolio in Q2 2026, its #295 holding.
  • Institute for Wealth Management first reported a position in Hilton Worldwide in Q4 2022 and has held it in 15 quarters since.
  • Institute for Wealth Management's Hilton Worldwide position peaked at $684K in Q2 2025.
  • 1,287 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

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