Kovitz Investment Group Partners’s Hilton Worldwide HLT Stock Holding History

Kovitz Investment Group Partners’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 Q1	$18.3M	Sell	60,071 -11,194	-16%	-$3.39M	0.42%	59
2025 Q4	$20.5M	Sell	71,265 -4,950	-6%	-$1.35M	0.45%	52
2025 Q3	$19.8M	Sell	76,215 -560	-0.7%	-$151K	0.08%	217
2025 Q2	$20.4M	Buy	76,775 +71,573	+1,376%	+$17M	0.09%	200
2025 Q1	$1.18M	Buy	5,202 +98	+2%	+$24.4K	0.01%	696
2024 Q4	$1.26M	Sell	5,104 -92	-2%	-$22.5K	0.01%	672
2024 Q3	$517K	Buy	5,196 +3,670	+240%	+$794K	﹤0.01%	752
2024 Q2	$333K	Sell	1,526 -1,508	-50%	-$310K	﹤0.01%	718
2024 Q1	$647K	Buy	+3,034	New	+$597K	0.01%	468

Other funds holding HLT

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kovitz Investment Group Partners's HLT Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Hilton Worldwide (HLT) stake by 16% in Q1 2026, selling an estimated $3.39M and leaving 60,071 shares worth $18.3M. The position accounts for 0.42% of the portfolio, ranked #59.

Kovitz Investment Group Partners first reported a position in HLT in Q1 2024 and has held it in 9 quarters since. The position peaked at $20.5M in Q4 2025. 1,187 funds tracked by Wall St. Rank hold HLT as of Q1 2026.

Kovitz Investment Group Partners held 60,071 shares of Hilton Worldwide worth $18.3M as of Q1 2026.
Kovitz Investment Group Partners sold 11,194 Hilton Worldwide shares in Q1 2026, an estimated $3.39M.
Hilton Worldwide made up 0.42% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #59 holding.
Kovitz Investment Group Partners first reported a position in Hilton Worldwide in Q1 2024 and has held it in 9 quarters since.
Kovitz Investment Group Partners's Hilton Worldwide position peaked at $20.5M in Q4 2025.
1,187 funds tracked by Wall St. Rank held Hilton Worldwide as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.