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Mowery & Schoenfeld Wealth Management’s Hilton Worldwide HLT Stock Holding History

Mowery & Schoenfeld 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 		$12.2K Hold
37
– – 0.02% 227
2026
Q1 		$11.3K Hold
37
– – 0.02% 212
2025
Q4 		$10.6K Hold
37
– – 0.02% 244
2025
Q3 		$9.6K Sell
37
-6
-14% -$1.62K 0.02% 223
2025
Q2 		$11.5K Hold
43
– – 0.02% 212
2025
Q1 		$9.79K Hold
43
– – 0.02% 267
2024
Q4 		$10.6K Buy
+43
New +$10.5K 0.02% 224

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

Mowery & Schoenfeld Wealth Management's HLT Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Hilton Worldwide (HLT) position steady in Q2 2026 at 37 shares worth $12.2K. The position accounts for 0.02% of the portfolio, ranked #227.

Mowery & Schoenfeld Wealth Management first reported a position in HLT in Q4 2024 and has held it in 7 quarters since. 1,294 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 37 shares of Hilton Worldwide worth $12.2K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Hilton Worldwide share count unchanged in Q2 2026.
  • Hilton Worldwide made up 0.02% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #227 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Hilton Worldwide in Q4 2024 and has held it in 7 quarters since.
  • 1,294 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.