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SHP Wealth Management’s Hilton Worldwide HLT Stock Holding History

SHP Wealth Management’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 		$153K Sell
463
-214
-32% -$70.3K 0.01% 350
2026
Q1 		$206K Buy
677
+29
+4% +$8.79K 0.02% 263
2025
Q4 		$186K Buy
+648
New +$176K 0.01% 264

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 $3.38T AUM 44.17% 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

SHP Wealth Management's HLT Position: Q2 2026 in Review

SHP Wealth Management reduced its Hilton Worldwide (HLT) stake by 32% in Q2 2026, selling an estimated $70.3K and leaving 463 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #350.

SHP Wealth Management first reported a position in HLT in Q4 2025 and has held it in 3 quarters since. The position peaked at $206K in Q1 2026. 1,294 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

  • SHP Wealth Management held 463 shares of Hilton Worldwide worth $153K as of Q2 2026.
  • SHP Wealth Management sold 214 Hilton Worldwide shares in Q2 2026, an estimated $70.3K.
  • Hilton Worldwide made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #350 holding.
  • SHP Wealth Management first reported a position in Hilton Worldwide in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Hilton Worldwide position peaked at $206K in Q1 2026.
  • 1,294 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.