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Phoenix Financial’s Hilton Worldwide HLT Stock Holding History

Phoenix 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
Q2 		$2.18M Sell
6,600
-1,085
-14% -$357K 0.01% 192
2026
Q1 		$2.34M Buy
7,685
+1,645
+27% +$499K 0.02% 161
2025
Q4 		$1.73M Sell
6,040
-1,128
-16% -$307K 0.02% 192
2025
Q3 		$1.86M Buy
7,168
+577
+9% +$156K 0.02% 187
2025
Q2 		$1.76M Buy
+6,591
New +$1.57M 0.02% 193
2024
Q3 		– Sell
-9,108
Closed -$1.99M – 384
2024
Q2 		$1.99M Buy
9,108
+492
+6% +$101K 0.03% 184
2024
Q1 		$1.84M Buy
8,616
+450
+6% +$88.5K 0.03% 193
2023
Q4 		$1.67M Sell
8,166
-6,954
-46% -$1.13M 0.03% 200
2023
Q3 		$2.27M Buy
15,120
+2,578
+21% +$389K 0.04% 177
2023
Q2 		$1.83M Buy
12,542
+2,069
+20% +$295K 0.04% 170
2023
Q1 		$1.48M Buy
10,473
+2,828
+37% +$398K 0.03% 162
2022
Q4 		$969K Sell
7,645
-1,133
-13% -$149K 0.02% 186
2022
Q3 		$1.07M Buy
8,778
+1,316
+18% +$166K 0.02% 189
2022
Q2 		$832K Buy
7,462
+1,196
+19% +$165K 0.02% 243
2022
Q1 		$951K Buy
+6,266
New +$924K 0.02% 263

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

Phoenix Financial's HLT Position: Q2 2026 in Review

Phoenix Financial reduced its Hilton Worldwide (HLT) stake by 14% in Q2 2026, selling an estimated $357K and leaving 6,600 shares worth $2.18M. The position accounts for 0.01% of the portfolio, ranked #192.

Phoenix Financial first reported a position in HLT in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.34M in Q1 2026. 1,294 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

  • Phoenix Financial held 6,600 shares of Hilton Worldwide worth $2.18M as of Q2 2026.
  • Phoenix Financial sold 1,085 Hilton Worldwide shares in Q2 2026, an estimated $357K.
  • Hilton Worldwide made up 0.01% of Phoenix Financial's portfolio in Q2 2026, its #192 holding.
  • Phoenix Financial first reported a position in Hilton Worldwide in Q1 2022 and has held it in 15 quarters since.
  • Phoenix Financial's Hilton Worldwide position peaked at $2.34M in Q1 2026.
  • 1,294 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.