Kelleher Financial Advisors’s Hilton Worldwide HLT Stock Holding History

Kelleher 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
2026 Q2	$347K	Buy	1,050 +900	+600%	+$296K	0.05%	219
2026 Q1	$45.6K	Hold	150	–	–	0.01%	388
2025 Q4	$43.1K	Hold	150	–	–	0.01%	421
2025 Q3	$38.9K	Sell	150 -1,500	-91%	-$406K	0.01%	363
2025 Q2	$439K	Sell	1,650 -21	-1%	-$5K	0.15%	85
2025 Q1	$380K	Buy	1,671 +5	+0.3%	+$1.25K	0.15%	89
2024 Q4	$412K	Buy	1,666 +16	+1%	+$3.92K	0.16%	80
2024 Q3	$380K	Hold	1,650	–	–	0.14%	83
2024 Q2	$360K	Hold	1,650	–	–	0.15%	85
2024 Q1	$352K	Hold	1,650	–	–	0.15%	91
2023 Q4	$300K	Hold	1,650	–	–	0.14%	82
2023 Q3	$248K	Hold	1,650	–	–	0.13%	88
2023 Q2	$240K	Hold	1,650	–	–	0.14%	92
2023 Q1	$232K	Buy	+1,650	New	+$232K	0.15%	91

Other funds holding HLT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kelleher Financial Advisors's HLT Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Hilton Worldwide (HLT) stake by 600% in Q2 2026, buying an estimated $296K and bringing the position to 1,050 shares worth $347K. The position accounts for 0.05% of the portfolio, ranked #219.

Kelleher Financial Advisors first reported a position in HLT in Q1 2023 and has held it in 14 quarters since. The position peaked at $439K in Q2 2025. 1,292 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

Kelleher Financial Advisors held 1,050 shares of Hilton Worldwide worth $347K as of Q2 2026.
Kelleher Financial Advisors bought 900 Hilton Worldwide shares in Q2 2026, an estimated $296K.
Hilton Worldwide made up 0.05% of Kelleher Financial Advisors's portfolio in Q2 2026, its #219 holding.
Kelleher Financial Advisors first reported a position in Hilton Worldwide in Q1 2023 and has held it in 14 quarters since.
Kelleher Financial Advisors's Hilton Worldwide position peaked at $439K in Q2 2025.
1,292 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.