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SurgoCap Partners’s Hilton Worldwide HLT Stock Holding History

SurgoCap Partners’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 		– Sell
-503,719
Closed -$145M – 20
2025
Q4 		$145M Sell
503,719
-80,953
-14% -$22M 4.01% 11
2025
Q3 		$152M Sell
584,672
-331,999
-36% -$89.8M 4.22% 13
2025
Q2 		$244M Buy
916,671
+435,020
+90% +$104M 9.22% 5
2025
Q1 		$110M Buy
481,651
+38,651
+9% +$9.63M 5.41% 10
2024
Q4 		$109M Buy
+443,000
New +$108M 5.64% 10
2024
Q2 		– Sell
-585,046
Closed -$125M – 16
2024
Q1 		$125M Buy
585,046
+268,183
+85% +$52.7M 6.7% 8
2023
Q4 		$57.7M Buy
+316,863
New +$51.7M 4.03% 13

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SurgoCap Partners's HLT Position: Q1 2026 in Review

SurgoCap Partners sold out of Hilton Worldwide (HLT) in Q1 2026, closing a stake of 503,719 shares — an estimated $145M sold.

SurgoCap Partners first reported a position in HLT in Q4 2023 and held it in 7 quarters. The position peaked at $244M in Q2 2025. 1,190 funds tracked by Wall St. Rank hold HLT as of Q1 2026.

  • SurgoCap Partners reported no remaining Hilton Worldwide position as of Q1 2026 after selling out during the quarter.
  • SurgoCap Partners sold 503,719 Hilton Worldwide shares in Q1 2026, an estimated $145M.
  • SurgoCap Partners first reported a position in Hilton Worldwide in Q4 2023 and held it in 7 quarters.
  • SurgoCap Partners's Hilton Worldwide position peaked at $244M in Q2 2025.
  • 1,190 funds tracked by Wall St. Rank held Hilton Worldwide as of Q1 2026.

Based on SurgoCap Partners's 13F filing for Q1 2026, filed 15 May 2026.