SAG
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SageView Advisory Group’s Hilton Worldwide HLT Stock Holding History

SageView Advisory Group’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
2025
Q4 		$315K Sell
1,095
-39
-3% -$10.6K 0.01% 475
2025
Q3 		$294K Buy
1,134
+42
+4% +$11.4K 0.01% 523
2025
Q2 		$295K Buy
1,092
+100
+10% +$23.8K 0.01% 494
2025
Q1 		$226K Buy
992
+114
+13% +$28.4K 0.01% 547
2024
Q4 		$217K Buy
+878
New +$215K 0.01% 549
2024
Q3 		– Sell
-1,024
Closed -$223K – 532
2024
Q2 		$223K Buy
+1,024
New +$210K 0.01% 511

Other funds holding HLT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SageView Advisory Group's HLT Position: Q4 2025 in Review

SageView Advisory Group reduced its Hilton Worldwide (HLT) stake by 3.4% in Q4 2025, selling an estimated $10.6K and leaving 1,095 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #475.

SageView Advisory Group first reported a position in HLT in Q2 2024 and has held it in 6 quarters since. 1,152 funds tracked by Wall St. Rank hold HLT as of Q4 2025.

  • SageView Advisory Group held 1,095 shares of Hilton Worldwide worth $315K as of Q4 2025.
  • SageView Advisory Group sold 39 Hilton Worldwide shares in Q4 2025, an estimated $10.6K.
  • Hilton Worldwide made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #475 holding.
  • SageView Advisory Group first reported a position in Hilton Worldwide in Q2 2024 and has held it in 6 quarters since.
  • 1,152 funds tracked by Wall St. Rank held Hilton Worldwide as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.