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Legacy Capital Group California’s Hilton Worldwide HLT Stock Holding History

Legacy Capital Group California’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 		$826K Sell
2,718
-398
-13% -$121K 0.31% 96
2025
Q4 		$895K Buy
3,116
+81
+3% +$22.1K 0.22% 122
2025
Q3 		$787K Sell
3,035
-20
-0.7% -$5.41K 0.2% 137
2025
Q2 		$814K Buy
+3,055
New +$727K 0.23% 116

Other funds holding HLT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Capital Group California's HLT Position: Q1 2026 in Review

Legacy Capital Group California reduced its Hilton Worldwide (HLT) stake by 13% in Q1 2026, selling an estimated $121K and leaving 2,718 shares worth $826K. The position accounts for 0.31% of the portfolio, ranked #96.

Legacy Capital Group California first reported a position in HLT in Q2 2025 and has held it in 4 quarters since. The position peaked at $895K in Q4 2025. 1,184 funds tracked by Wall St. Rank hold HLT as of Q1 2026.

  • Legacy Capital Group California held 2,718 shares of Hilton Worldwide worth $826K as of Q1 2026.
  • Legacy Capital Group California sold 398 Hilton Worldwide shares in Q1 2026, an estimated $121K.
  • Hilton Worldwide made up 0.31% of Legacy Capital Group California's portfolio in Q1 2026, its #96 holding.
  • Legacy Capital Group California first reported a position in Hilton Worldwide in Q2 2025 and has held it in 4 quarters since.
  • Legacy Capital Group California's Hilton Worldwide position peaked at $895K in Q4 2025.
  • 1,184 funds tracked by Wall St. Rank held Hilton Worldwide as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.