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Okabena Investment Services’s Hilton Worldwide HLT Stock Holding History

Okabena Investment Services’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 		– Sell
-4,729
Closed -$1.44M – 149
2026
Q1 		$1.44M Sell
4,729
-664
-12% -$201K 0.28% 53
2025
Q4 		$1.55M Sell
5,393
-252
-4% -$68.6K 0.3% 60
2025
Q3 		$1.46M Buy
+5,645
New +$1.53M 0.28% 64
2023
Q4 		– Sell
-4,607
Closed -$692K – 122
2023
Q3 		$692K Buy
4,607
+4,528
+5,732% +$684K 0.54% 43
2023
Q2 		$11.5K Buy
+79
New +$11.2K 0.01% 128
2022
Q3 		– Sell
-6,850
Closed -$763K – 177
2022
Q2 		$763K Buy
+6,850
New +$948K 0.39% 60
2021
Q3 		– Sell
-9,925
Closed -$1.2M – 99
2021
Q2 		$1.2M Buy
+9,925
New +$1.24M 0.56% 52
2021
Q1 		– Sell
-10,239
Closed -$1.14M – 74
2020
Q4 		$1.14M Sell
10,239
-2,925
-22% -$290K 0.66% 39
2020
Q3 		$1.12M Buy
13,164
+5
+0% +$418 0.86% 43
2020
Q2 		$967K Buy
13,159
+2,902
+28% +$215K 0.85% 41
2020
Q1 		$700K Sell
10,257
-2,149
-17% -$209K 0.8% 45
2019
Q4 		$1.38M Buy
+12,406
New +$1.24M 1.28% 30

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

Okabena Investment Services's HLT Position: Q2 2026 in Review

Okabena Investment Services sold out of Hilton Worldwide (HLT) in Q2 2026, closing a stake of 4,729 shares — an estimated $1.44M sold.

Okabena Investment Services first reported a position in HLT in Q4 2019 and held it in 12 quarters. The position peaked at $1.55M in Q4 2025. 1,294 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

  • Okabena Investment Services reported no remaining Hilton Worldwide position as of Q2 2026 after selling out during the quarter.
  • Okabena Investment Services sold 4,729 Hilton Worldwide shares in Q2 2026, an estimated $1.44M.
  • Okabena Investment Services first reported a position in Hilton Worldwide in Q4 2019 and held it in 12 quarters.
  • Okabena Investment Services's Hilton Worldwide position peaked at $1.55M in Q4 2025.
  • 1,294 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.