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Summit Trail Advisors’s Hilton Worldwide HLT Stock Holding History

Summit Trail 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 		$3.49M Buy
10,550
+1,553
+17% +$510K 0.04% 299
2026
Q1 		$2.74M Buy
8,997
+2,802
+45% +$849K 0.04% 341
2025
Q4 		$1.78M Sell
6,195
-3,316
-35% -$903K 0.03% 482
2025
Q3 		$2.47M Buy
9,511
+6,419
+208% +$1.74M 0.03% 335
2025
Q2 		$824K Buy
3,092
+300
+11% +$71.4K 0.01% 546
2025
Q1 		$635K Sell
2,792
-12
-0.4% -$2.99K 0.02% 216
2024
Q4 		$693K Buy
2,804
+9
+0.3% +$2.2K 0.03% 173
2024
Q3 		$644K Buy
2,795
+282
+11% +$61K 0.02% 349
2024
Q2 		$548K Buy
2,513
+4
+0.2% +$822 0.01% 356
2024
Q1 		$535K Buy
2,509
+569
+29% +$112K 0.01% 325
2023
Q4 		$353K Sell
1,940
-383
-16% -$62.5K 0.01% 360
2023
Q3 		$349K Buy
2,323
+115
+5% +$17.4K 0.01% 346
2023
Q2 		$321K Buy
2,208
+601
+37% +$85.6K 0.01% 360
2023
Q1 		$226K Buy
+1,607
New +$226K 0.01% 370
2018
Q1 		– Sell
-174
Closed -$15K – 965
2017
Q4 		$15K Buy
+174
New +$12.9K ﹤0.01% 1118

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 Trail Advisors's HLT Position: Q2 2026 in Review

Summit Trail Advisors increased its Hilton Worldwide (HLT) stake by 17% in Q2 2026, buying an estimated $510K and bringing the position to 10,550 shares worth $3.49M. The position accounts for 0.04% of the portfolio, ranked #299.

Summit Trail Advisors first reported a position in HLT in Q4 2017 and has held it in 15 quarters since. 1,287 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

  • Summit Trail Advisors held 10,550 shares of Hilton Worldwide worth $3.49M as of Q2 2026.
  • Summit Trail Advisors bought 1,553 Hilton Worldwide shares in Q2 2026, an estimated $510K.
  • Hilton Worldwide made up 0.04% of Summit Trail Advisors's portfolio in Q2 2026, its #299 holding.
  • Summit Trail Advisors first reported a position in Hilton Worldwide in Q4 2017 and has held it in 15 quarters since.
  • 1,287 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

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