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Marcum Wealth’s Hilton Worldwide HLT Stock Holding History

Marcum Wealth’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
Q1 		$242K Buy
1,063
+58
+6% +$14.4K 0.02% 326
2024
Q4 		$248K Buy
1,005
+125
+14% +$30.6K 0.02% 323
2024
Q3 		$203K Buy
+880
New +$190K 0.02% 365

Other funds holding HLT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Marcum Wealth's HLT Position: Q1 2025 in Review

Marcum Wealth increased its Hilton Worldwide (HLT) stake by 5.8% in Q1 2025, buying an estimated $14.4K and bringing the position to 1,063 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #326.

Marcum Wealth first reported a position in HLT in Q3 2024 and has held it in 3 quarters since. The position peaked at $248K in Q4 2024. 1,012 funds tracked by Wall St. Rank hold HLT as of Q1 2025.

  • Marcum Wealth held 1,063 shares of Hilton Worldwide worth $242K as of Q1 2025.
  • Marcum Wealth bought 58 Hilton Worldwide shares in Q1 2025, an estimated $14.4K.
  • Hilton Worldwide made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #326 holding.
  • Marcum Wealth first reported a position in Hilton Worldwide in Q3 2024 and has held it in 3 quarters since.
  • Marcum Wealth's Hilton Worldwide position peaked at $248K in Q4 2024.
  • 1,012 funds tracked by Wall St. Rank held Hilton Worldwide as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.