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Legacy Wealth Management (Idaho)’s Hyatt Hotels H Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio H Stock Details H Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-26
Closed -$3.74K – 505
2026
Q1 		$3.74K Hold
26
– – ﹤0.01% 675
2025
Q4 		$4.17K Buy
+26
New +$3.98K ﹤0.01% 561
2025
Q2 		– Sell
-7
Closed -$858 – 808
2025
Q1 		$858 Hold
7
– – ﹤0.01% 656
2024
Q4 		$1.15K Buy
+7
New +$1.09K ﹤0.01% 575

Other funds holding H

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
FOF
Fenelon Opportunity Fund Dallas, Texas $2.01B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s H Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Hyatt Hotels (H) in Q2 2026, closing a stake of 26 shares — an estimated $3.74K sold.

Legacy Wealth Management (Idaho) first reported a position in H in Q4 2024 and held it in 4 quarters. The position peaked at $4.17K in Q4 2025. 524 funds tracked by Wall St. Rank hold H as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Hyatt Hotels position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 26 Hyatt Hotels shares in Q2 2026, an estimated $3.74K.
  • Legacy Wealth Management (Idaho) first reported a position in Hyatt Hotels in Q4 2024 and held it in 4 quarters.
  • Legacy Wealth Management (Idaho)'s Hyatt Hotels position peaked at $4.17K in Q4 2025.
  • 524 funds tracked by Wall St. Rank held Hyatt Hotels as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.