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Moneta Group Investment Advisors’s Hilton Worldwide HLT Stock Holding History

Moneta Group Investment 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 		$752K Sell
2,276
-206
-8% -$67.7K 0.01% 461
2026
Q1 		$755K Sell
2,482
-117
-5% -$35.5K 0.01% 417
2025
Q4 		$747K Buy
2,599
+23
+0.9% +$6.26K 0.01% 417
2025
Q3 		$668K Sell
2,576
-353
-12% -$95.4K 0.01% 424
2025
Q2 		$780K Buy
2,929
+156
+6% +$37.1K 0.01% 349
2025
Q1 		$631K Sell
2,773
-35
-1% -$8.72K 0.01% 366
2024
Q4 		$694K Sell
2,808
-98
-3% -$24K 0.01% 335
2024
Q3 		$670K Sell
2,906
-417
-13% -$90.3K 0.01% 348
2024
Q2 		$725K Sell
3,323
-231
-6% -$47.4K 0.01% 319
2024
Q1 		$758K Buy
3,554
+318
+10% +$62.5K 0.01% 302
2023
Q4 		$589K Buy
3,236
+212
+7% +$34.6K 0.01% 318
2023
Q3 		$454K Buy
3,024
+103
+4% +$15.6K 0.01% 335
2023
Q2 		$425K Buy
+2,921
New +$416K 0.01% 354
2020
Q1 		– Sell
-334
Closed -$37K – 259
2019
Q4 		$37K Sell
334
-235
-41% -$23.6K ﹤0.01% 262
2019
Q3 		$53K Buy
+569
New +$54K 0.01% 259

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

Moneta Group Investment Advisors's HLT Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Hilton Worldwide (HLT) stake by 8.3% in Q2 2026, selling an estimated $67.7K and leaving 2,276 shares worth $752K. The position accounts for 0.01% of the portfolio, ranked #461.

Moneta Group Investment Advisors first reported a position in HLT in Q3 2019 and has held it in 15 quarters since. The position peaked at $780K in Q2 2025. 1,293 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

  • Moneta Group Investment Advisors held 2,276 shares of Hilton Worldwide worth $752K as of Q2 2026.
  • Moneta Group Investment Advisors sold 206 Hilton Worldwide shares in Q2 2026, an estimated $67.7K.
  • Hilton Worldwide made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #461 holding.
  • Moneta Group Investment Advisors first reported a position in Hilton Worldwide in Q3 2019 and has held it in 15 quarters since.
  • Moneta Group Investment Advisors's Hilton Worldwide position peaked at $780K in Q2 2025.
  • 1,293 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.