SVB Wealth’s Hilton Worldwide HLT Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-4,502	Closed	-$1.02M	–	1001
2025 Q1	$1.02M	Sell	4,502 -101	-2%	-$25.2K	0.04%	157
2024 Q4	$1.14M	Buy	+4,603	New	+$1.13M	0.02%	296
2024 Q3	–	Sell	-4,753	Closed	-$1.04M	–	267
2024 Q2	$1.04M	Sell	4,753 -486	-9%	-$99.8K	0.03%	311
2024 Q1	$1.12M	Sell	5,239 -183	-3%	-$36K	0.02%	324
2023 Q4	$987K	Buy	5,422 +2,139	+65%	+$349K	0.02%	338
2023 Q3	$493K	Buy	3,283 +640	+24%	+$96.7K	0.01%	463
2023 Q2	$385K	Sell	2,643 -195	-7%	-$27.8K	0.01%	569
2023 Q1	$400K	Buy	2,838 +203	+8%	+$28.6K	0.01%	609
2022 Q4	$333K	Sell	2,635 -1,205	-31%	-$159K	﹤0.01%	703
2022 Q3	$463K	Sell	3,840 -444	-10%	-$56.1K	0.01%	553
2022 Q2	$477K	Sell	4,284 -1,400	-25%	-$194K	0.01%	454
2022 Q1	$862K	Buy	5,684 +4,323	+318%	+$637K	0.01%	349
2021 Q4	$212K	Buy	+1,361	New	+$196K	﹤0.01%	686

Other funds holding HLT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SVB Wealth's HLT Position: Q2 2025 in Review

SVB Wealth sold out of Hilton Worldwide (HLT) in Q2 2025, closing a stake of 4,502 shares — an estimated $1.02M sold.

SVB Wealth first reported a position in HLT in Q4 2021 and held it in 13 quarters. The position peaked at $1.14M in Q4 2024. 1,051 funds tracked by Wall St. Rank hold HLT as of Q2 2025.

SVB Wealth reported no remaining Hilton Worldwide position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 4,502 Hilton Worldwide shares in Q2 2025, an estimated $1.02M.
SVB Wealth first reported a position in Hilton Worldwide in Q4 2021 and held it in 13 quarters.
SVB Wealth's Hilton Worldwide position peaked at $1.14M in Q4 2024.
1,051 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.