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Sax Wealth Advisors’s Hilton Worldwide HLT Stock Holding History

Sax Wealth 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 		$1.06M Buy
3,476
+1,166
+50% +$383K 0.04% 223
2026
Q1 		$664K Sell
2,310
-60
-3% -$18.2K 0.03% 246
2025
Q4 		$681K Buy
+2,370
New +$645K 0.03% 249
2025
Q1 		– Sell
-1,543
Closed -$381K – 374
2024
Q4 		$381K Sell
1,543
-178
-10% -$43.6K 0.03% 231
2024
Q3 		$397K Buy
1,721
+438
+34% +$94.8K 0.04% 187
2024
Q2 		$280K Buy
+1,283
New +$264K 0.03% 216

Other funds holding HLT

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sax Wealth Advisors's HLT Position: Q2 2026 in Review

Sax Wealth Advisors increased its Hilton Worldwide (HLT) stake by 50% in Q2 2026, buying an estimated $383K and bringing the position to 3,476 shares worth $1.06M. The position accounts for 0.04% of the portfolio, ranked #223.

Sax Wealth Advisors first reported a position in HLT in Q2 2024 and has held it in 6 quarters since. 226 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

  • Sax Wealth Advisors held 3,476 shares of Hilton Worldwide worth $1.06M as of Q2 2026.
  • Sax Wealth Advisors bought 1,166 Hilton Worldwide shares in Q2 2026, an estimated $383K.
  • Hilton Worldwide made up 0.04% of Sax Wealth Advisors's portfolio in Q2 2026, its #223 holding.
  • Sax Wealth Advisors first reported a position in Hilton Worldwide in Q2 2024 and has held it in 6 quarters since.
  • 226 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.