New Wave Wealth Advisors’s Hilton Worldwide HLT Stock Holding History

New Wave 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 Q1	–	Sell	-10	Closed	-$2.47K	–	364
2024 Q4	$2.47K	Buy	+10	New	+$2.45K	﹤0.01%	519
2024 Q3	–	Sell	-2,532	Closed	-$552K	–	158
2024 Q2	$552K	Buy	+2,532	New	+$520K	0.3%	57

Other funds holding HLT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

New Wave Wealth Advisors's HLT Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Hilton Worldwide (HLT) in Q1 2025, closing a stake of 10 shares — an estimated $2.47K sold.

New Wave Wealth Advisors first reported a position in HLT in Q2 2024 and held it in 2 quarters. The position peaked at $552K in Q2 2024. 1,011 funds tracked by Wall St. Rank hold HLT as of Q1 2025.

New Wave Wealth Advisors reported no remaining Hilton Worldwide position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 10 Hilton Worldwide shares in Q1 2025, an estimated $2.47K.
New Wave Wealth Advisors first reported a position in Hilton Worldwide in Q2 2024 and held it in 2 quarters.
New Wave Wealth Advisors's Hilton Worldwide position peaked at $552K in Q2 2024.
1,011 funds tracked by Wall St. Rank held Hilton Worldwide as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.