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Summit Trail Advisors’s Hyatt Hotels H Stock Holding History

Summit Trail Advisors’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 		$1.32M Sell
6,785
-6,753
-50% -$1.18M 0.02% 866
2026
Q1 		$1.95M Buy
13,538
+6,209
+85% +$985K 0.03% 548
2025
Q4 		$1.17M Sell
7,329
-6,481
-47% -$993K 0.02% 728
2025
Q3 		$1.96M Buy
+13,810
New +$1.98M 0.03% 454
2018
Q1 		– Sell
-1,039
Closed -$85K – 935
2017
Q4 		$85K Buy
+1,039
New +$70.3K 0.01% 669

Other funds holding H

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
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

Summit Trail Advisors's H Position: Q2 2026 in Review

Summit Trail Advisors reduced its Hyatt Hotels (H) stake by 50% in Q2 2026, selling an estimated $1.18M and leaving 6,785 shares worth $1.32M. The position accounts for 0.02% of the portfolio, ranked #866.

Summit Trail Advisors first reported a position in H in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.96M in Q3 2025. 528 funds tracked by Wall St. Rank hold H as of Q2 2026.

  • Summit Trail Advisors held 6,785 shares of Hyatt Hotels worth $1.32M as of Q2 2026.
  • Summit Trail Advisors sold 6,753 Hyatt Hotels shares in Q2 2026, an estimated $1.18M.
  • Hyatt Hotels made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #866 holding.
  • Summit Trail Advisors first reported a position in Hyatt Hotels in Q4 2017 and has held it in 5 quarters since.
  • Summit Trail Advisors's Hyatt Hotels position peaked at $1.96M in Q3 2025.
  • 528 funds tracked by Wall St. Rank held Hyatt Hotels as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.