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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
Q2 		$793K Buy
2,399
+79
+3% +$26K 0.01% 922
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Summit Financial's HLT Position: Q2 2026 in Review

Summit Financial increased its Hilton Worldwide (HLT) stake by 3.4% in Q2 2026, buying an estimated $26K and bringing the position to 2,399 shares worth $793K. The position accounts for 0.01% of the portfolio, ranked #922.

Summit Financial first reported a position in HLT in Q4 2024 and has held it in 7 quarters since. 1,293 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

  • Summit Financial held 2,399 shares of Hilton Worldwide worth $793K as of Q2 2026.
  • Summit Financial bought 79 Hilton Worldwide shares in Q2 2026, an estimated $26K.
  • Hilton Worldwide made up 0.01% of Summit Financial's portfolio in Q2 2026, its #922 holding.
  • Summit Financial first reported a position in Hilton Worldwide in Q4 2024 and has held it in 7 quarters since.
  • 1,293 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.