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 Q2	$19.5M	Sell	58,976 -1,095	-2%	-$360K	0.43%	60
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

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 $3.38T AUM 44.17% 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

Kovitz Investment Group Partners's HLT Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Hilton Worldwide (HLT) stake by 1.8% in Q2 2026, selling an estimated $360K and leaving 58,976 shares worth $19.5M. The position accounts for 0.43% of the portfolio, ranked #60.

Kovitz Investment Group Partners first reported a position in HLT in Q1 2024 and has held it in 10 quarters since. The position peaked at $20.5M in Q4 2025. 1,294 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

Kovitz Investment Group Partners held 58,976 shares of Hilton Worldwide worth $19.5M as of Q2 2026.
Kovitz Investment Group Partners sold 1,095 Hilton Worldwide shares in Q2 2026, an estimated $360K.
Hilton Worldwide made up 0.43% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #60 holding.
Kovitz Investment Group Partners first reported a position in Hilton Worldwide in Q1 2024 and has held it in 10 quarters since.
Kovitz Investment Group Partners's Hilton Worldwide position peaked at $20.5M in Q4 2025.
1,294 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.