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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
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 $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

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

Root Financial Partners held its Hilton Worldwide (HLT) position steady in Q1 2026 at 424 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #467.

Root Financial Partners first reported a position in HLT in Q3 2025 and has held it in 3 quarters since. 1,185 funds tracked by Wall St. Rank hold HLT as of Q1 2026.

  • Root Financial Partners held 424 shares of Hilton Worldwide worth $129K as of Q1 2026.
  • Root Financial Partners left its Hilton Worldwide share count unchanged in Q1 2026.
  • Hilton Worldwide made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #467 holding.
  • Root Financial Partners first reported a position in Hilton Worldwide in Q3 2025 and has held it in 3 quarters since.
  • 1,185 funds tracked by Wall St. Rank held Hilton Worldwide as of Q1 2026.

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