SOA Wealth Advisors’s Hilton Worldwide HLT Stock Holding History

SOA 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	$4.92K	Sell	4,915 -1,173	-19%	-$386K	﹤0.01%	699
2026 Q1	$6.09K	Hold	6,088	–	–	﹤0.01%	639
2025 Q4	$6.09K	Hold	6,088	–	–	﹤0.01%	649
2025 Q3	$6.09K	Hold	6,088	–	–	﹤0.01%	656
2025 Q2	$6.09K	Sell	6,088 -4,198	-41%	-$999K	﹤0.01%	640
2025 Q1	$10.3K	Buy	+10,286	New	+$2.56M	﹤0.01%	557
2024 Q3	–	Sell	-8	Closed	-$1.75K	–	846
2024 Q2	$1.75K	Hold	8	–	–	﹤0.01%	686
2024 Q1	$1.71K	Hold	8	–	–	﹤0.01%	726
2023 Q4	$1.46K	Hold	8	–	–	﹤0.01%	725
2023 Q3	$1.2K	Hold	8	–	–	﹤0.01%	755
2023 Q2	$1.16K	Sell	8 -71	-90%	-$10.1K	﹤0.01%	774
2023 Q1	$11.1K	Hold	79	–	–	﹤0.01%	514
2022 Q4	$9.98K	Hold	79	–	–	﹤0.01%	519
2022 Q3	$9K	Sell	79 -2	-2%	-$253	﹤0.01%	525
2022 Q2	$9K	Hold	81	–	–	﹤0.01%	509
2022 Q1	$12K	Hold	81	–	–	﹤0.01%	553
2021 Q4	$12K	Hold	81	–	–	﹤0.01%	535
2021 Q3	$10K	Buy	81 +1	+1%	+$126	﹤0.01%	588
2021 Q2	$9K	Buy	80 +9	+13%	+$1.12K	﹤0.01%	591
2021 Q1	$8K	Hold	71	–	–	﹤0.01%	546
2020 Q4	$7K	Buy	+71	New	+$7.03K	﹤0.01%	563

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

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

SOA Wealth Advisors reduced its Hilton Worldwide (HLT) stake by 19% in Q2 2026, selling an estimated $386K and leaving 4,915 shares worth $4.92K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

SOA Wealth Advisors first reported a position in HLT in Q4 2020 and has held it in 21 quarters since. The position peaked at $12K in Q1 2022. 1,292 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

SOA Wealth Advisors held 4,915 shares of Hilton Worldwide worth $4.92K as of Q2 2026.
SOA Wealth Advisors sold 1,173 Hilton Worldwide shares in Q2 2026, an estimated $386K.
Hilton Worldwide made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #699 holding.
SOA Wealth Advisors first reported a position in Hilton Worldwide in Q4 2020 and has held it in 21 quarters since.
SOA Wealth Advisors's Hilton Worldwide position peaked at $12K in Q1 2022.
1,292 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.