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Legacy Financial Advisors’s Hilton Worldwide HLT Stock Holding History

Legacy Financial 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 		$522K Buy
1,580
+178
+13% +$58.5K 0.06% 240
2026
Q1 		$426K Buy
1,402
+136
+11% +$41.2K 0.06% 260
2025
Q4 		$364K Buy
1,266
+88
+7% +$24K 0.05% 280
2025
Q3 		$306K Sell
1,178
-18
-2% -$4.87K 0.04% 315
2025
Q2 		$319K Sell
1,196
-49
-4% -$11.7K 0.05% 264
2025
Q1 		$283K Buy
1,245
+137
+12% +$34.1K 0.05% 282
2024
Q4 		$274K Buy
1,108
+3
+0.3% +$734 0.05% 286
2024
Q3 		$255K Buy
1,105
+129
+13% +$27.9K 0.04% 301
2024
Q2 		$213K Buy
+976
New +$200K 0.04% 311
2019
Q2 		– Sell
-991
Closed -$82K – 447
2019
Q1 		$82K Sell
991
-73
-7% -$5.71K 0.03% 194
2018
Q4 		$76K Sell
1,064
-51
-5% -$3.68K 0.03% 175
2018
Q3 		$90K Hold
1,115
– – 0.03% 182
2018
Q2 		$90K Sell
1,115
-14
-1% -$1.14K 0.03% 179
2018
Q1 		$84K Sell
1,129
-804
-42% -$66K 0.03% 184
2017
Q4 		$154K Buy
+1,933
New +$143K 0.06% 139

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

Legacy Financial Advisors's HLT Position: Q2 2026 in Review

Legacy Financial Advisors increased its Hilton Worldwide (HLT) stake by 13% in Q2 2026, buying an estimated $58.5K and bringing the position to 1,580 shares worth $522K. The position accounts for 0.06% of the portfolio, ranked #240.

Legacy Financial Advisors first reported a position in HLT in Q4 2017 and has held it in 15 quarters since. 1,293 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

  • Legacy Financial Advisors held 1,580 shares of Hilton Worldwide worth $522K as of Q2 2026.
  • Legacy Financial Advisors bought 178 Hilton Worldwide shares in Q2 2026, an estimated $58.5K.
  • Hilton Worldwide made up 0.06% of Legacy Financial Advisors's portfolio in Q2 2026, its #240 holding.
  • Legacy Financial Advisors first reported a position in Hilton Worldwide in Q4 2017 and has held it in 15 quarters since.
  • 1,293 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.