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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

AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HPC
Hill Path Capital New York $1.92B AUM 5.67% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return
NPCM
North Peak Capital Management New York $900M AUM 193.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MA
Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JFS Wealth Advisors's HGV Position: Q2 2026 in Review

JFS Wealth Advisors held its Hilton Grand Vacations (HGV) position steady in Q2 2026 at 75 shares worth $3.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

JFS Wealth Advisors first reported a position in HGV in Q4 2021 and has held it in 17 quarters since. 302 funds tracked by Wall St. Rank hold HGV as of Q2 2026.

  • JFS Wealth Advisors held 75 shares of Hilton Grand Vacations worth $3.93K as of Q2 2026.
  • JFS Wealth Advisors left its Hilton Grand Vacations share count unchanged in Q2 2026.
  • Hilton Grand Vacations made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1378 holding.
  • JFS Wealth Advisors first reported a position in Hilton Grand Vacations in Q4 2021 and has held it in 17 quarters since.
  • 302 funds tracked by Wall St. Rank held Hilton Grand Vacations as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.