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Root Financial Partners’s Hilton Grand Vacations HGV Stock Holding History

Root Financial Partners’s Portfolio HGV Stock Details HGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.9K Buy
304
+25
+9% +$1.12K ﹤0.01% 1592
2025
Q4 		$12.5K Buy
279
+8
+3% +$340 ﹤0.01% 1404
2025
Q3 		$11.3K Buy
+271
New +$12.5K ﹤0.01% 1404

Other funds holding HGV

AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HPC
Hill Path Capital New York $1.37B AUM 15.26% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Root Financial Partners's HGV Position: Q1 2026 in Review

Root Financial Partners increased its Hilton Grand Vacations (HGV) stake by 9% in Q1 2026, buying an estimated $1.12K and bringing the position to 304 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1592.

Root Financial Partners first reported a position in HGV in Q3 2025 and has held it in 3 quarters since. The position peaked at $12.5K in Q4 2025. 264 funds tracked by Wall St. Rank hold HGV as of Q1 2026.

  • Root Financial Partners held 304 shares of Hilton Grand Vacations worth $11.9K as of Q1 2026.
  • Root Financial Partners bought 25 Hilton Grand Vacations shares in Q1 2026, an estimated $1.12K.
  • Hilton Grand Vacations made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1592 holding.
  • Root Financial Partners first reported a position in Hilton Grand Vacations in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Hilton Grand Vacations position peaked at $12.5K in Q4 2025.
  • 264 funds tracked by Wall St. Rank held Hilton Grand Vacations as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.