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Pinnacle Wealth Planning Services’s Hilton Worldwide 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
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 $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

Pinnacle Wealth Planning Services's HLT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Hilton Worldwide (HLT) stake by 2.3% in Q1 2026, selling an estimated $15.8K and leaving 2,218 shares worth $674K. The position accounts for 0.07% of the portfolio, ranked #162.

Pinnacle Wealth Planning Services first reported a position in HLT in Q4 2020 and has held it in 15 quarters since. 1,184 funds tracked by Wall St. Rank hold HLT as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,218 shares of Hilton Worldwide worth $674K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 52 Hilton Worldwide shares in Q1 2026, an estimated $15.8K.
  • Hilton Worldwide made up 0.07% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #162 holding.
  • Pinnacle Wealth Planning Services first reported a position in Hilton Worldwide in Q4 2020 and has held it in 15 quarters since.
  • 1,184 funds tracked by Wall St. Rank held Hilton Worldwide as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.