Root Financial Partners
HLT icon

Root Financial Partners’s Hilton Worldwide Holdings Inc. Common Stock HLT Stock Holding History

Root Financial Partners’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 		$207K Sell
652
-27
-4% -$8.66K 0.01% 431
2026
Q2 		$224K Buy
679
+255
+60% +$83.8K 0.01% 361
2026
Q1 		$129K Hold
424
– – 0.01% 467
2025
Q4 		$122K Buy
424
+68
+19% +$18.5K 0.01% 404
2025
Q3 		$92.4K Buy
+356
New +$96.2K 0.01% 465

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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

Root Financial Partners's HLT Position: Q3 2026 in Review

Root Financial Partners reduced its Hilton Worldwide Holdings Inc. Common Stock (HLT) stake by 4% in Q3 2026, selling an estimated $8.66K and leaving 652 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #431.

Root Financial Partners first reported a position in HLT in Q3 2025 and has held it in 5 quarters since. The position peaked at $224K in Q2 2026. 1,035 funds tracked by Wall St. Rank hold HLT as of Q3 2026.

  • Root Financial Partners held 652 shares of Hilton Worldwide Holdings Inc. Common Stock worth $207K as of Q3 2026.
  • Root Financial Partners sold 27 Hilton Worldwide Holdings Inc. Common Stock shares in Q3 2026, an estimated $8.66K.
  • Hilton Worldwide Holdings Inc. Common Stock made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #431 holding.
  • Root Financial Partners first reported a position in Hilton Worldwide Holdings Inc. Common Stock in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Hilton Worldwide Holdings Inc. Common Stock position peaked at $224K in Q2 2026.
  • 1,035 funds tracked by Wall St. Rank held Hilton Worldwide Holdings Inc. Common Stock as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.