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Kingswood Wealth Advisors’s Hilton Worldwide HLT Stock Holding History

Kingswood Wealth 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 		$599K Buy
1,813
+91
+5% +$29.9K 0.02% 559
2026
Q1 		$524K Sell
1,722
-192
-10% -$58.2K 0.02% 535
2025
Q4 		$550K Buy
1,914
+1,031
+117% +$281K 0.03% 496
2025
Q3 		$229K Sell
883
-102
-10% -$27.6K 0.01% 721
2025
Q2 		$262K Sell
985
-5
-0.5% -$1.19K 0.02% 614
2025
Q1 		$225K Buy
990
+21
+2% +$5.23K 0.02% 641
2024
Q4 		$239K Sell
969
-9,255
-91% -$2.27M 0.02% 684
2024
Q3 		$2.36M Buy
10,224
+85
+0.8% +$18.4K 0.17% 137
2024
Q2 		$2.21M Sell
10,139
-53
-0.5% -$10.9K 0.2% 110
2024
Q1 		$2.17M Sell
10,192
-515
-5% -$101K 0.25% 92
2023
Q4 		$1.95M Buy
10,707
+245
+2% +$40K 0.22% 106
2023
Q3 		$1.57M Buy
+10,462
New +$1.58M 0.27% 102

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

Kingswood Wealth Advisors's HLT Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Hilton Worldwide (HLT) stake by 5.3% in Q2 2026, buying an estimated $29.9K and bringing the position to 1,813 shares worth $599K. The position accounts for 0.02% of the portfolio, ranked #559.

Kingswood Wealth Advisors first reported a position in HLT in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.36M in Q3 2024. 1,287 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

  • Kingswood Wealth Advisors held 1,813 shares of Hilton Worldwide worth $599K as of Q2 2026.
  • Kingswood Wealth Advisors bought 91 Hilton Worldwide shares in Q2 2026, an estimated $29.9K.
  • Hilton Worldwide made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #559 holding.
  • Kingswood Wealth Advisors first reported a position in Hilton Worldwide in Q3 2023 and has held it in 12 quarters since.
  • Kingswood Wealth Advisors's Hilton Worldwide position peaked at $2.36M in Q3 2024.
  • 1,287 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.