JWA
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JFS Wealth Advisors’s Hilton Grand Vacations HGV Stock Holding History

JFS Wealth Advisors’s Portfolio HGV Stock Details HGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.93K Hold
75
– – ﹤0.01% 1378
2026
Q1 		$2.93K Sell
75
-2
-3% -$90 ﹤0.01% 1395
2025
Q4 		$3.45K Buy
77
+35
+83% +$1.49K ﹤0.01% 1382
2025
Q3 		$1.76K Buy
42
+9
+27% +$414 ﹤0.01% 1470
2025
Q2 		$1.37K Sell
33
-46
-58% -$1.74K ﹤0.01% 1494
2025
Q1 		$2.96K Buy
79
+27
+52% +$1.08K ﹤0.01% 1323
2024
Q4 		$2.03K Sell
52
-8
-13% -$315 ﹤0.01% 1474
2024
Q3 		$2.18K Buy
60
+21
+54% +$813 ﹤0.01% 1450
2024
Q2 		$1.58K Buy
39
+9
+30% +$382 ﹤0.01% 1525
2024
Q1 		$1.42K Buy
30
+1
+3% +$44 ﹤0.01% 1562
2023
Q4 		$1.17K Buy
29
+1
+4% +$38 ﹤0.01% 1617
2023
Q3 		$1.14K Buy
28
+6
+27% +$264 ﹤0.01% 1562
2023
Q2 		$1K Buy
22
+2
+10% +$89 ﹤0.01% 1607
2023
Q1 		$889 Buy
20
+13
+186% +$589 ﹤0.01% 1611
2022
Q4 		$270 Buy
+7
New +$277 ﹤0.01% 1810
2022
Q2 		– Sell
-47
Closed -$2K – 1820
2022
Q1 		$2K Buy
47
+30
+176% +$1.51K ﹤0.01% 1421
2021
Q4 		$1K Buy
+17
New +$850 ﹤0.01% 1388

Other funds holding HGV

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return