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Kerr Financial Planning’s Hilton Worldwide HLT Stock Holding History

Kerr Financial Planning’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 		$11.6K Hold
36
– – 0.01% 347
2026
Q1 		$11.5K Sell
36
-2
-5% -$606 0.01% 347
2025
Q4 		$11.7K Hold
38
– – 0.02% 349
2025
Q3 		$10.2K Buy
+38
New +$10.3K 0.01% 353

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

Kerr Financial Planning's HLT Position: Q2 2026 in Review

Kerr Financial Planning held its Hilton Worldwide (HLT) position steady in Q2 2026 at 36 shares worth $11.6K. The position accounts for 0.01% of the portfolio, ranked #347.

Kerr Financial Planning first reported a position in HLT in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.7K in Q4 2025. 1,284 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

  • Kerr Financial Planning held 36 shares of Hilton Worldwide worth $11.6K as of Q2 2026.
  • Kerr Financial Planning left its Hilton Worldwide share count unchanged in Q2 2026.
  • Hilton Worldwide made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #347 holding.
  • Kerr Financial Planning first reported a position in Hilton Worldwide in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Hilton Worldwide position peaked at $11.7K in Q4 2025.
  • 1,284 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.