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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
Q2 		$4.39M Buy
13,292
+1,835
+16% +$603K 0.08% 242
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
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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's HLT Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Hilton Worldwide (HLT) stake by 16% in Q2 2026, buying an estimated $603K and bringing the position to 13,292 shares worth $4.39M. The position accounts for 0.08% of the portfolio, ranked #242.

Mount Yale Investment Advisors first reported a position in HLT in Q2 2025 and has held it in 5 quarters since. 1,294 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

  • Mount Yale Investment Advisors held 13,292 shares of Hilton Worldwide worth $4.39M as of Q2 2026.
  • Mount Yale Investment Advisors bought 1,835 Hilton Worldwide shares in Q2 2026, an estimated $603K.
  • Hilton Worldwide made up 0.08% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #242 holding.
  • Mount Yale Investment Advisors first reported a position in Hilton Worldwide in Q2 2025 and has held it in 5 quarters since.
  • 1,294 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.