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Perigon Wealth Management’s Hilton Worldwide HLT Stock Holding History

Perigon 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 		$608K Buy
1,839
+258
+16% +$84.8K 0.01% 792
2026
Q1 		$481K Buy
1,581
+391
+33% +$119K 0.01% 818
2025
Q4 		$342K Sell
1,190
-148
-11% -$40.3K 0.01% 971
2025
Q3 		$347K Buy
1,338
+6
+0.5% +$1.62K 0.01% 886
2025
Q2 		$355K Buy
1,332
+195
+17% +$46.4K 0.01% 788
2025
Q1 		$259K Buy
1,137
+82
+8% +$20.4K 0.01% 869
2024
Q4 		$260K Buy
1,055
+100
+10% +$24.5K 0.01% 871
2024
Q3 		$220K Sell
955
-9
-0.9% -$1.95K 0.01% 904
2024
Q2 		$210K Sell
964
-73
-7% -$15K 0.01% 800
2024
Q1 		$221K Buy
+1,037
New +$204K 0.01% 781
2021
Q3 		– Sell
-2,295
Closed -$277K – 544
2021
Q2 		$277K Buy
2,295
+248
+12% +$31K 0.02% 420
2021
Q1 		$248K Buy
2,047
+1,615
+374% +$187K 0.03% 423
2020
Q4 		$48K Buy
+432
New +$42.8K 0.01% 752

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 $3.37T AUM 44.26% 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

Perigon Wealth Management's HLT Position: Q2 2026 in Review

Perigon Wealth Management increased its Hilton Worldwide (HLT) stake by 16% in Q2 2026, buying an estimated $84.8K and bringing the position to 1,839 shares worth $608K. The position accounts for 0.01% of the portfolio, ranked #792.

Perigon Wealth Management first reported a position in HLT in Q4 2020 and has held it in 13 quarters since. 1,287 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

  • Perigon Wealth Management held 1,839 shares of Hilton Worldwide worth $608K as of Q2 2026.
  • Perigon Wealth Management bought 258 Hilton Worldwide shares in Q2 2026, an estimated $84.8K.
  • Hilton Worldwide made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #792 holding.
  • Perigon Wealth Management first reported a position in Hilton Worldwide in Q4 2020 and has held it in 13 quarters since.
  • 1,287 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.