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Invera Wealth Advisors’s Hilton Worldwide HLT Stock Holding History

Invera 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 		$394K Buy
+1,192
New +$392K 0.21% 96

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

Invera Wealth Advisors's HLT Position: Q2 2026 in Review

Invera Wealth Advisors opened a new position in Hilton Worldwide (HLT) in Q2 2026: 1,192 shares worth $394K. The stake represents 0.21% of the portfolio and ranks #96 among its holdings.

1,287 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

  • Invera Wealth Advisors held 1,192 shares of Hilton Worldwide worth $394K as of Q2 2026.
  • Hilton Worldwide was a new Invera Wealth Advisors position in Q2 2026.
  • Hilton Worldwide made up 0.21% of Invera Wealth Advisors's portfolio in Q2 2026, its #96 holding.
  • 1,287 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.