JFA
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JNBA Financial Advisors’s Hilton Worldwide HLT Stock Holding History

JNBA Financial 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
2025
Q3 		– Sell
-14
Closed -$3.73K – 667
2025
Q2 		$3.73K Hold
14
– – ﹤0.01% 560
2025
Q1 		$3.19K Sell
14
-9
-39% -$2.24K ﹤0.01% 569
2024
Q4 		$5.68K Buy
23
+14
+156% +$3.43K ﹤0.01% 530
2024
Q3 		$2.08K Hold
9
– – ﹤0.01% 601
2024
Q2 		$1.96K Hold
9
– – ﹤0.01% 581
2024
Q1 		$1.92K Sell
9
-96
-91% -$18.9K ﹤0.01% 608
2023
Q4 		$19.1K Hold
105
– – ﹤0.01% 393
2023
Q3 		$15.8K Buy
+105
New +$15.9K ﹤0.01% 414
2016
Q4 		– Sell
-27
Closed -$2K – 847
2016
Q3 		$2K Buy
+27
New +$1.9K ﹤0.01% 1425

Other funds holding HLT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return