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Marshall & Sterling Wealth Advisors’s Hilton Worldwide HLT Stock Holding History

Marshall & Sterling Wealth 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
2025
Q4 		– Sell
-4
Closed -$1.04K – 473
2025
Q3 		$1.04K Hold
4
– – ﹤0.01% 592
2025
Q2 		$1.07K Hold
4
– – ﹤0.01% 577
2025
Q1 		$910 Buy
+4
New +$996 ﹤0.01% 593

Other funds holding HLT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's HLT Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Hilton Worldwide (HLT) in Q4 2025, closing a stake of 4 shares — an estimated $1.04K sold.

Marshall & Sterling Wealth Advisors first reported a position in HLT in Q1 2025 and held it in 3 quarters. The position peaked at $1.07K in Q2 2025. 1,153 funds tracked by Wall St. Rank hold HLT as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Hilton Worldwide position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 4 Hilton Worldwide shares in Q4 2025, an estimated $1.04K.
  • Marshall & Sterling Wealth Advisors first reported a position in Hilton Worldwide in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Hilton Worldwide position peaked at $1.07K in Q2 2025.
  • 1,153 funds tracked by Wall St. Rank held Hilton Worldwide as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.