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Smallwood Wealth Investment Management’s Hilton Worldwide HLT Stock Holding History

Smallwood Wealth Investment 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 		$1.65K Sell
5
-5
-50% -$1.64K ﹤0.01% 413
2026
Q1 		$3.04K Hold
10
– – ﹤0.01% 392
2025
Q4 		$2.87K Buy
10
+5
+100% +$1.36K ﹤0.01% 380
2025
Q3 		$1.3K Buy
5
+4
+400% +$1.08K ﹤0.01% 420
2025
Q2 		$266 Hold
1
– – ﹤0.01% 521
2025
Q1 		$227 Buy
+1
New +$249 ﹤0.01% 463

Other funds holding HLT

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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Smallwood Wealth Investment Management's HLT Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Hilton Worldwide (HLT) stake by 50% in Q2 2026, selling an estimated $1.64K and leaving 5 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Smallwood Wealth Investment Management first reported a position in HLT in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.04K in Q1 2026. 525 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

  • Smallwood Wealth Investment Management held 5 shares of Hilton Worldwide worth $1.65K as of Q2 2026.
  • Smallwood Wealth Investment Management sold 5 Hilton Worldwide shares in Q2 2026, an estimated $1.64K.
  • Hilton Worldwide made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #413 holding.
  • Smallwood Wealth Investment Management first reported a position in Hilton Worldwide in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Hilton Worldwide position peaked at $3.04K in Q1 2026.
  • 525 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.