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Mount Yale Investment Advisors’s Hilton Worldwide HLT Stock Holding History

Mount Yale 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
Q1 		$3.48M Buy
11,457
+8,901
+348% +$2.7M 0.08% 251
2025
Q4 		$734K Sell
2,556
-6
-0.2% -$1.63K 0.04% 377
2025
Q3 		$665K Buy
2,562
+2,335
+1,029% +$631K 0.05% 356
2025
Q2 		$60.5K Buy
+227
New +$54K ﹤0.01% 763

Other funds holding HLT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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 $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mount Yale Investment Advisors's HLT Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Hilton Worldwide (HLT) stake by 348% in Q1 2026, buying an estimated $2.7M and bringing the position to 11,457 shares worth $3.48M. The position accounts for 0.08% of the portfolio, ranked #251.

Mount Yale Investment Advisors first reported a position in HLT in Q2 2025 and has held it in 4 quarters since. 1,186 funds tracked by Wall St. Rank hold HLT as of Q1 2026.

  • Mount Yale Investment Advisors held 11,457 shares of Hilton Worldwide worth $3.48M as of Q1 2026.
  • Mount Yale Investment Advisors bought 8,901 Hilton Worldwide shares in Q1 2026, an estimated $2.7M.
  • Hilton Worldwide made up 0.08% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #251 holding.
  • Mount Yale Investment Advisors first reported a position in Hilton Worldwide in Q2 2025 and has held it in 4 quarters since.
  • 1,186 funds tracked by Wall St. Rank held Hilton Worldwide as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.