SMA
HLT icon

Sage Mountain Advisors’s Hilton Worldwide HLT Stock Holding History

Sage Mountain Advisors’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 		$274K Sell
900
-1,774
-66% -$538K 0.02% 172
2025
Q4 		$768K Buy
+2,674
New +$728K 0.04% 203
2025
Q2 		– Sell
-1,475
Closed -$336K – 521
2025
Q1 		$336K Buy
1,475
+69
+5% +$17.2K 0.02% 276
2024
Q4 		$348K Sell
1,406
-339
-19% -$83K 0.03% 263
2024
Q3 		$402K Buy
1,745
+375
+27% +$81.2K 0.03% 239
2024
Q2 		$299K Sell
1,370
-77
-5% -$15.8K 0.03% 252
2024
Q1 		$309K Sell
1,447
-205
-12% -$40.3K 0.03% 235
2023
Q4 		$301K Buy
1,652
+33
+2% +$5.38K 0.03% 202
2023
Q3 		$243K Buy
1,619
+7
+0.4% +$1.06K 0.03% 213
2023
Q2 		$235K Sell
1,612
-4
-0.2% -$570 0.03% 219
2023
Q1 		$228K Buy
+1,616
New +$228K 0.04% 207
2022
Q3 		– Sell
-2,016
Closed -$225K – 390
2022
Q2 		$225K Hold
2,016
– – 0.04% 405
2022
Q1 		$306K Sell
2,016
-71
-3% -$10.5K 0.05% 379
2021
Q4 		$326K Buy
2,087
+227
+12% +$32.7K 0.04% 420
2021
Q3 		$246K Buy
1,860
+100
+6% +$12.6K 0.04% 397
2021
Q2 		$212K Buy
+1,760
New +$220K 0.04% 382

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

Sage Mountain Advisors's HLT Position: Q1 2026 in Review

Sage Mountain Advisors reduced its Hilton Worldwide (HLT) stake by 66% in Q1 2026, selling an estimated $538K and leaving 900 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #172.

Sage Mountain Advisors first reported a position in HLT in Q2 2021 and has held it in 16 quarters since. The position peaked at $768K in Q4 2025. 1,184 funds tracked by Wall St. Rank hold HLT as of Q1 2026.

  • Sage Mountain Advisors held 900 shares of Hilton Worldwide worth $274K as of Q1 2026.
  • Sage Mountain Advisors sold 1,774 Hilton Worldwide shares in Q1 2026, an estimated $538K.
  • Hilton Worldwide made up 0.02% of Sage Mountain Advisors's portfolio in Q1 2026, its #172 holding.
  • Sage Mountain Advisors first reported a position in Hilton Worldwide in Q2 2021 and has held it in 16 quarters since.
  • Sage Mountain Advisors's Hilton Worldwide position peaked at $768K in Q4 2025.
  • 1,184 funds tracked by Wall St. Rank held Hilton Worldwide as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.