SFMG Wealth Advisors’s Hilton Worldwide HLT Stock Holding History

SFMG 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	$2.41M	Buy	7,291 +22	+0.3%	+$7.23K	0.15%	71
2026 Q1	$2.21M	Sell	7,269 -1,000	-12%	-$303K	0.15%	70
2025 Q4	$2.38M	Hold	8,269	–	–	0.16%	65
2025 Q3	$2.15M	Sell	8,269 -1	-0%	-$270	0.15%	69
2025 Q2	$2.2M	Buy	8,270 +6	+0.1%	+$1.43K	0.17%	66
2025 Q1	$1.88M	Sell	8,264 -1,000	-11%	-$249K	0.15%	71
2024 Q4	$2.29M	Buy	9,264 +17	+0.2%	+$4.16K	0.18%	65
2024 Q3	$2.13M	Hold	9,247	–	–	0.17%	64
2024 Q2	$2.02M	Hold	9,247	–	–	0.18%	63
2024 Q1	$1.97M	Sell	9,247 -988	-10%	-$194K	0.17%	68
2023 Q4	$1.86M	Buy	10,235 +2	+0%	+$326	0.17%	71
2023 Q3	$1.54M	Hold	10,233	–	–	0.16%	72
2023 Q2	$1.49M	Sell	10,233 -766	-7%	-$109K	0.15%	72
2023 Q1	$1.55M	Buy	10,999 +766	+7%	+$108K	0.17%	70
2022 Q4	$1.29M	Hold	10,233	–	–	0.14%	80
2022 Q3	$1.24M	Hold	10,233	–	–	0.14%	77
2022 Q2	$1.14M	Sell	10,233 -4	-0%	-$553	0.13%	84
2022 Q1	$1.55M	Sell	10,237 -1,613	-14%	-$238K	0.15%	78
2021 Q4	$1.85M	Sell	11,850 -100	-0.8%	-$14.4K	0.18%	74
2021 Q3	$1.58M	Buy	+11,950	New	+$1.51M	0.18%	72

Other funds holding HLT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

SFMG Wealth Advisors increased its Hilton Worldwide (HLT) stake by 0.3% in Q2 2026, buying an estimated $7.23K and bringing the position to 7,291 shares worth $2.41M. The position accounts for 0.15% of the portfolio, ranked #71.

SFMG Wealth Advisors first reported a position in HLT in Q3 2021 and has held it in 20 quarters since. 1,287 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

SFMG Wealth Advisors held 7,291 shares of Hilton Worldwide worth $2.41M as of Q2 2026.
SFMG Wealth Advisors bought 22 Hilton Worldwide shares in Q2 2026, an estimated $7.23K.
Hilton Worldwide made up 0.15% of SFMG Wealth Advisors's portfolio in Q2 2026, its #71 holding.
SFMG Wealth Advisors first reported a position in Hilton Worldwide in Q3 2021 and has held it in 20 quarters since.
1,287 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.