RFP
HLT icon

Root Financial Partners’s Hilton Worldwide 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
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

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 $3.37T AUM 44.26% 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

Root Financial Partners's HLT Position: Q2 2026 in Review

Root Financial Partners increased its Hilton Worldwide (HLT) stake by 60% in Q2 2026, buying an estimated $83.8K and bringing the position to 679 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #361.

Root Financial Partners first reported a position in HLT in Q3 2025 and has held it in 4 quarters since. 1,292 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

  • Root Financial Partners held 679 shares of Hilton Worldwide worth $224K as of Q2 2026.
  • Root Financial Partners bought 255 Hilton Worldwide shares in Q2 2026, an estimated $83.8K.
  • Hilton Worldwide made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #361 holding.
  • Root Financial Partners first reported a position in Hilton Worldwide in Q3 2025 and has held it in 4 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.