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Simplicity Wealth’s Hilton Worldwide HLT Stock Holding History

Simplicity Wealth’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 		$383K Buy
1,158
+128
+12% +$42.1K 0.01% 739
2026
Q1 		$313K Buy
1,030
+91
+10% +$27.6K 0.02% 570
2025
Q4 		$270K Buy
+939
New +$256K 0.02% 593
2024
Q3 		– Sell
-17,440
Closed -$3.81M – 792
2024
Q2 		$3.81M Sell
17,440
-177
-1% -$36.4K 0.09% 230
2024
Q1 		$3.76M Buy
+17,617
New +$3.46M 0.09% 231

Other funds holding HLT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Simplicity Wealth's HLT Position: Q2 2026 in Review

Simplicity Wealth increased its Hilton Worldwide (HLT) stake by 12% in Q2 2026, buying an estimated $42.1K and bringing the position to 1,158 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #739.

Simplicity Wealth first reported a position in HLT in Q1 2024 and has held it in 5 quarters since. The position peaked at $3.81M in Q2 2024. 748 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

  • Simplicity Wealth held 1,158 shares of Hilton Worldwide worth $383K as of Q2 2026.
  • Simplicity Wealth bought 128 Hilton Worldwide shares in Q2 2026, an estimated $42.1K.
  • Hilton Worldwide made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #739 holding.
  • Simplicity Wealth first reported a position in Hilton Worldwide in Q1 2024 and has held it in 5 quarters since.
  • Simplicity Wealth's Hilton Worldwide position peaked at $3.81M in Q2 2024.
  • 748 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.