LA
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Legacy Advisors’s Hilton Worldwide HLT Stock Holding History

Legacy 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
2025
Q2 		– Sell
-1,154
Closed -$263K – 187
2025
Q1 		$263K Buy
1,154
+281
+32% +$70K 0.03% 354
2024
Q4 		$216K Buy
+873
New +$214K 0.02% 375
2019
Q3 		– Sell
-100
Closed -$10K – 202
2019
Q2 		$10K Hold
100
– – 0.01% 302
2019
Q1 		$8K Buy
+100
New +$7.83K ﹤0.01% 342
2018
Q4 		– Sell
-100
Closed -$8K – 230
2018
Q3 		$8K Hold
100
– – ﹤0.01% 371
2018
Q2 		$8K Hold
100
– – 0.01% 324
2018
Q1 		$8K Hold
100
– – 0.01% 285
2017
Q4 		$7K Hold
100
– – 0.01% 281
2017
Q3 		$6K Hold
100
– – 0.01% 267
2017
Q2 		$6K Hold
100
– – 0.01% 175
2017
Q1 		$5K Hold
100
– – 0.01% 172
2016
Q4 		$8K Buy
+100
New +$7.35K 0.01% 180

Other funds holding HLT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return