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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
Q2 		$323K Buy
978
+78
+9% +$25.6K 0.02% 177
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 $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

Sage Mountain Advisors's HLT Position: Q2 2026 in Review

Sage Mountain Advisors increased its Hilton Worldwide (HLT) stake by 8.7% in Q2 2026, buying an estimated $25.6K and bringing the position to 978 shares worth $323K. The position accounts for 0.02% of the portfolio, ranked #177.

Sage Mountain Advisors first reported a position in HLT in Q2 2021 and has held it in 17 quarters since. The position peaked at $768K in Q4 2025. 1,292 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

  • Sage Mountain Advisors held 978 shares of Hilton Worldwide worth $323K as of Q2 2026.
  • Sage Mountain Advisors bought 78 Hilton Worldwide shares in Q2 2026, an estimated $25.6K.
  • Hilton Worldwide made up 0.02% of Sage Mountain Advisors's portfolio in Q2 2026, its #177 holding.
  • Sage Mountain Advisors first reported a position in Hilton Worldwide in Q2 2021 and has held it in 17 quarters since.
  • Sage Mountain Advisors's Hilton Worldwide position peaked at $768K in Q4 2025.
  • 1,292 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.