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Optimize Financial’s Hilton Worldwide HLT Stock Holding History

Optimize Financial’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 		– Sell
-2,218
Closed -$637K – 376
2025
Q4 		$637K Buy
2,218
+28
+1% +$7.62K 0.32% 78
2025
Q3 		$568K Buy
+2,190
New +$592K 0.3% 91

Other funds holding HLT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Optimize Financial's HLT Position: Q1 2026 in Review

Optimize Financial sold out of Hilton Worldwide (HLT) in Q1 2026, closing a stake of 2,218 shares — an estimated $637K sold.

Optimize Financial first reported a position in HLT in Q3 2025 and held it in 2 quarters. The position peaked at $637K in Q4 2025. 1,184 funds tracked by Wall St. Rank hold HLT as of Q1 2026.

  • Optimize Financial reported no remaining Hilton Worldwide position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 2,218 Hilton Worldwide shares in Q1 2026, an estimated $637K.
  • Optimize Financial first reported a position in Hilton Worldwide in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's Hilton Worldwide position peaked at $637K in Q4 2025.
  • 1,184 funds tracked by Wall St. Rank held Hilton Worldwide as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.