Pinnacle Wealth Planning Services
HLT icon

Pinnacle Wealth Planning Services’s Hilton Worldwide Holdings Inc. Common Stock HLT Stock Holding History

Pinnacle Wealth Planning 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
Q3 		$703K Sell
2,209
-10
-0.5% -$3.21K 0.07% 171
2026
Q2 		$733K Buy
2,219
+1
+0% +$329 0.07% 162
2026
Q1 		$674K Sell
2,218
-52
-2% -$15.8K 0.07% 162
2025
Q4 		$652K Buy
2,270
+14
+0.6% +$3.81K 0.07% 162
2025
Q3 		$585K Buy
2,256
+124
+6% +$33.5K 0.07% 181
2025
Q2 		$568K Buy
2,132
+370
+21% +$88.1K 0.07% 171
2025
Q1 		$401K Buy
1,762
+4
+0.2% +$996 0.06% 199
2024
Q4 		$435K Sell
1,758
-471
-21% -$115K 0.07% 176
2024
Q3 		$514K Sell
2,229
-78
-3% -$16.9K 0.07% 189
2024
Q2 		$503K Buy
2,307
+132
+6% +$27.1K 0.07% 178
2024
Q1 		$464K Buy
2,175
+631
+41% +$124K 0.07% 200
2023
Q4 		$281K Sell
1,544
-12
-0.8% -$1.96K 0.04% 289
2023
Q3 		$234K Sell
1,556
-8
-0.5% -$1.21K 0.04% 320
2023
Q2 		$228K Hold
1,564
– – 0.04% 336
2023
Q1 		$220K Buy
+1,564
New +$220K 0.04% 354
2022
Q2 		– Sell
-1,400
Closed -$212K – 442
2022
Q1 		$212K Buy
+1,400
New +$206K 0.04% 366
2021
Q1 		– Sell
-330
Closed -$37K – 1045
2020
Q4 		$37K Buy
+330
New +$32.7K 0.01% 923

Other funds holding HLT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Pinnacle Wealth Planning Services's HLT Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Hilton Worldwide Holdings Inc. Common Stock (HLT) stake by 0.45% in Q3 2026, selling an estimated $3.21K and leaving 2,209 shares worth $703K. The position accounts for 0.07% of the portfolio, ranked #171.

Pinnacle Wealth Planning Services first reported a position in HLT in Q4 2020 and has held it in 17 quarters since. The position peaked at $733K in Q2 2026. 1,035 funds tracked by Wall St. Rank hold HLT as of Q3 2026.

  • Pinnacle Wealth Planning Services held 2,209 shares of Hilton Worldwide Holdings Inc. Common Stock worth $703K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 10 Hilton Worldwide Holdings Inc. Common Stock shares in Q3 2026, an estimated $3.21K.
  • Hilton Worldwide Holdings Inc. Common Stock made up 0.07% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #171 holding.
  • Pinnacle Wealth Planning Services first reported a position in Hilton Worldwide Holdings Inc. Common Stock in Q4 2020 and has held it in 17 quarters since.
  • Pinnacle Wealth Planning Services's Hilton Worldwide Holdings Inc. Common Stock position peaked at $733K in Q2 2026.
  • 1,035 funds tracked by Wall St. Rank held Hilton Worldwide Holdings Inc. Common Stock as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.