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Summit Financial’s Hilton Worldwide HLT Stock Holding History

Summit Financial’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
Q1 		$705K Buy
2,320
+1,168
+101% +$354K 0.01% 894
2025
Q4 		$331K Buy
1,152
+76
+7% +$20.7K ﹤0.01% 1041
2025
Q3 		$279K Sell
1,076
-35
-3% -$9.46K ﹤0.01% 1085
2025
Q2 		$296K Buy
1,111
+143
+15% +$34K 0.01% 685
2025
Q1 		$220K Buy
968
+40
+4% +$9.96K 0.01% 676
2024
Q4 		$229K Buy
+928
New +$227K 0.01% 592

Other funds holding HLT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Financial's HLT Position: Q1 2026 in Review

Summit Financial increased its Hilton Worldwide (HLT) stake by 101% in Q1 2026, buying an estimated $354K and bringing the position to 2,320 shares worth $705K. The position accounts for 0.01% of the portfolio, ranked #894.

Summit Financial first reported a position in HLT in Q4 2024 and has held it in 6 quarters since. 1,185 funds tracked by Wall St. Rank hold HLT as of Q1 2026.

  • Summit Financial held 2,320 shares of Hilton Worldwide worth $705K as of Q1 2026.
  • Summit Financial bought 1,168 Hilton Worldwide shares in Q1 2026, an estimated $354K.
  • Hilton Worldwide made up 0.01% of Summit Financial's portfolio in Q1 2026, its #894 holding.
  • Summit Financial first reported a position in Hilton Worldwide in Q4 2024 and has held it in 6 quarters since.
  • 1,185 funds tracked by Wall St. Rank held Hilton Worldwide as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.