SWA
HGV icon

SOA Wealth Advisors’s Hilton Grand Vacations HGV Stock Holding History

SOA Wealth Advisors’s Portfolio HGV Stock Details HGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3
Closed -$112 – 902
2025
Q1 		$112 Buy
+3
New +$120 ﹤0.01% 846

Other funds holding HGV

AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
HPC
Hill Path Capital New York $1.37B AUM 15.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $849M AUM 28.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SOA Wealth Advisors's HGV Position: Q2 2025 in Review

SOA Wealth Advisors sold out of Hilton Grand Vacations (HGV) in Q2 2025, closing a stake of 3 shares — an estimated $112 sold.

SOA Wealth Advisors first reported a position in HGV in Q1 2025 and held it in 1 quarter. The position peaked at $112 in Q1 2025. 250 funds tracked by Wall St. Rank hold HGV as of Q2 2025.

  • SOA Wealth Advisors reported no remaining Hilton Grand Vacations position as of Q2 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 3 Hilton Grand Vacations shares in Q2 2025, an estimated $112.
  • SOA Wealth Advisors first reported a position in Hilton Grand Vacations in Q1 2025 and held it in 1 quarter.
  • SOA Wealth Advisors's Hilton Grand Vacations position peaked at $112 in Q1 2025.
  • 250 funds tracked by Wall St. Rank held Hilton Grand Vacations as of Q2 2025.

Based on SOA Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.