Patten Group
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Patten Group’s Hilton Worldwide HLT Stock Holding History

Patten Group’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
Q3 		$275K Buy
864
+48
+6% +$15.4K 0.04% 286
2026
Q2 		$270K Buy
816
+37
+5% +$12.2K 0.04% 298
2026
Q1 		$237K Buy
779
+29
+4% +$8.79K 0.04% 277
2025
Q4 		$215K Buy
+750
New +$204K 0.04% 290
2020
Q1 		– Sell
-2,956
Closed -$328K – 200
2019
Q4 		$328K Hold
2,956
– – 0.12% 163
2019
Q3 		$275K Sell
2,956
-161
-5% -$15.3K 0.11% 170
2019
Q2 		$305K Hold
3,117
– – 0.12% 162
2019
Q1 		$259K Sell
3,117
-98
-3% -$7.67K 0.11% 166
2018
Q4 		$231K Sell
3,215
-107
-3% -$7.73K 0.11% 158
2018
Q3 		$268K Sell
3,322
-530
-14% -$41.8K 0.1% 174
2018
Q2 		$305K Hold
3,852
– – 0.12% 153
2018
Q1 		$303K Hold
3,852
– – 0.12% 158
2017
Q4 		$308K Sell
3,852
-66
-2% -$4.9K 0.12% 164
2017
Q3 		$272K Hold
3,918
– – 0.11% 168
2017
Q2 		$247K Sell
3,918
-33
-0.8% -$2.05K 0.1% 178
2017
Q1 		$224K Buy
3,951
+2,713
+219% +$158K 0.1% 171
2016
Q4 		$217K Sell
1,238
-2,696
-69% -$198K 0.1% 170
2016
Q3 		$268K Sell
3,934
-3,733
-49% -$263K 0.13% 152
2016
Q2 		$518K Sell
7,667
-4,099
-35% -$269K 0.24% 97
2016
Q1 		$795K Sell
11,766
-1,233
-9% -$73.3K 0.38% 72
2015
Q4 		$835K Sell
12,999
-6,445
-33% -$458K 0.4% 64
2015
Q3 		$1.31M Buy
19,444
+460
+2% +$35.6K 0.68% 38
2015
Q2 		$1.57M Buy
18,984
+723
+4% +$63.5K 0.75% 35
2015
Q1 		$1.62M Buy
18,261
+179
+1% +$14.8K 0.83% 34
2014
Q4 		$1.42M Buy
+18,082
New +$1.35M 0.69% 43

Other funds holding HLT

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Patten Group's HLT Position: Q3 2026 in Review

Patten Group increased its Hilton Worldwide (HLT) stake by 5.9% in Q3 2026, buying an estimated $15.4K and bringing the position to 864 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #286.

Patten Group first reported a position in HLT in Q4 2014 and has held it in 25 quarters since. The position peaked at $1.62M in Q1 2015. 460 funds tracked by Wall St. Rank hold HLT as of Q3 2026.

  • Patten Group held 864 shares of Hilton Worldwide worth $275K as of Q3 2026.
  • Patten Group bought 48 Hilton Worldwide shares in Q3 2026, an estimated $15.4K.
  • Hilton Worldwide made up 0.04% of Patten Group's portfolio in Q3 2026, its #286 holding.
  • Patten Group first reported a position in Hilton Worldwide in Q4 2014 and has held it in 25 quarters since.
  • Patten Group's Hilton Worldwide position peaked at $1.62M in Q1 2015.
  • 460 funds tracked by Wall St. Rank held Hilton Worldwide as of Q3 2026.

Based on Patten Group's 13F filing for Q3 2026, filed 26 Oct 2026.