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Sowell Financial Services’s Hyatt Hotels H Stock Holding History

Sowell Financial Services’s Portfolio H Stock Details H Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$221K Buy
+1,141
New +$200K 0.01% 1019
2021
Q2 		– Sell
-510
Closed -$40K – 1446
2021
Q1 		$40K Hold
510
– – ﹤0.01% 1743
2020
Q4 		$38K Hold
510
– – ﹤0.01% 1501
2020
Q3 		$27K Buy
510
+499
+4,536% +$26.8K ﹤0.01% 1428
2020
Q2 		$1K Hold
11
– – ﹤0.01% 2306
2020
Q1 		$1K Sell
11
-31
-74% -$2.34K ﹤0.01% 2246
2019
Q4 		$4K Buy
42
+31
+282% +$2.42K ﹤0.01% 1970
2019
Q3 		$1K Buy
+11
New +$831 ﹤0.01% 2244

Other funds holding H

BAMCO Inc
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
FOF
Fenelon Opportunity Fund Dallas, Texas $2.01B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sowell Financial Services's H Position: Q2 2026 in Review

Sowell Financial Services opened a new position in Hyatt Hotels (H) in Q2 2026: 1,141 shares worth $221K. The stake represents 0.01% of the portfolio and ranks #1019 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in H as recently as Q1 2021.

Sowell Financial Services first reported a position in H in Q3 2019 and has held it in 8 quarters since. 526 funds tracked by Wall St. Rank hold H as of Q2 2026.

  • Sowell Financial Services held 1,141 shares of Hyatt Hotels worth $221K as of Q2 2026.
  • Hyatt Hotels was a new Sowell Financial Services position in Q2 2026.
  • Hyatt Hotels made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1019 holding.
  • Sowell Financial Services first reported a position in Hyatt Hotels in Q3 2019 and has held it in 8 quarters since.
  • 526 funds tracked by Wall St. Rank held Hyatt Hotels as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.