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Marks Group Wealth Management’s Hilton Worldwide HLT Stock Holding History

Marks Group Wealth Management’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 		$1.1M Sell
3,322
-363
-10% -$119K 0.1% 196
2026
Q1 		$1.12M Sell
3,685
-250
-6% -$75.8K 0.11% 185
2025
Q4 		$1.13M Buy
3,935
+1,086
+38% +$296K 0.11% 178
2025
Q3 		$739K Sell
2,849
-131
-4% -$35.4K 0.07% 197
2025
Q2 		$794K Buy
2,980
+80
+3% +$19K 0.07% 194
2025
Q1 		$660K Sell
2,900
-32
-1% -$7.97K 0.06% 215
2024
Q4 		$725K Sell
2,932
-127
-4% -$31.1K 0.07% 192
2024
Q3 		$705K Buy
3,059
+226
+8% +$48.9K 0.07% 194
2024
Q2 		$618K Sell
2,833
-255
-8% -$52.4K 0.07% 205
2024
Q1 		$659K Sell
3,088
-228
-7% -$44.8K 0.07% 199
2023
Q4 		$604K Buy
3,316
+7
+0.2% +$1.14K 0.07% 203
2023
Q3 		$497K Buy
3,309
+42
+1% +$6.34K 0.06% 210
2023
Q2 		$476K Hold
3,267
– – 0.06% 211
2023
Q1 		$460K Buy
3,267
+211
+7% +$29.7K 0.06% 215
2022
Q4 		$386K Buy
3,056
+44
+1% +$5.8K 0.05% 228
2022
Q3 		$363K Buy
3,012
+143
+5% +$18.1K 0.06% 222
2022
Q2 		$320K Hold
2,869
– – 0.05% 244
2022
Q1 		$435K Hold
2,869
– – 0.05% 245
2021
Q4 		$448K Sell
2,869
-115
-4% -$16.6K 0.05% 242
2021
Q3 		$394K Sell
2,984
-25
-0.8% -$3.16K 0.05% 223
2021
Q2 		$363K Buy
3,009
+85
+3% +$10.6K 0.05% 202
2021
Q1 		$354K Sell
2,924
-99
-3% -$11.4K 0.05% 196
2020
Q4 		$336K Sell
3,023
-215
-7% -$21.3K 0.05% 200
2020
Q3 		$276K Sell
3,238
-104
-3% -$8.69K 0.05% 207
2020
Q2 		$245K Buy
3,342
+336
+11% +$24.9K 0.05% 210
2020
Q1 		$205K Sell
3,006
-117
-4% -$11.4K 0.05% 205
2019
Q4 		$346K Buy
+3,123
New +$313K 0.07% 193

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

Marks Group Wealth Management's HLT Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Hilton Worldwide (HLT) stake by 9.9% in Q2 2026, selling an estimated $119K and leaving 3,322 shares worth $1.1M. The position accounts for 0.1% of the portfolio, ranked #196.

Marks Group Wealth Management first reported a position in HLT in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.13M in Q4 2025. 1,292 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

  • Marks Group Wealth Management held 3,322 shares of Hilton Worldwide worth $1.1M as of Q2 2026.
  • Marks Group Wealth Management sold 363 Hilton Worldwide shares in Q2 2026, an estimated $119K.
  • Hilton Worldwide made up 0.1% of Marks Group Wealth Management's portfolio in Q2 2026, its #196 holding.
  • Marks Group Wealth Management first reported a position in Hilton Worldwide in Q4 2019 and has held it in 27 quarters since.
  • Marks Group Wealth Management's Hilton Worldwide position peaked at $1.13M in Q4 2025.
  • 1,292 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.