True Wealth Design
H icon

True Wealth Design’s Hyatt Hotels H Stock Holding History

True Wealth Design’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
Q3 		$4.92K Buy
31
+12
+63% +$2.1K ﹤0.01% 1346
2026
Q2 		$3.68K Sell
19
-16
-46% -$2.8K ﹤0.01% 1452
2026
Q1 		$5.03K Buy
35
+16
+84% +$2.54K ﹤0.01% 1205
2025
Q4 		$3.05K Sell
19
-1
-5% -$153 ﹤0.01% 1288
2025
Q3 		$2.84K Buy
20
+5
+33% +$717 ﹤0.01% 1337
2025
Q2 		$2.1K Buy
15
+10
+200% +$1.25K ﹤0.01% 1165
2025
Q1 		$613 Buy
5
+2
+67% +$288 ﹤0.01% 1466
2024
Q4 		$471 Hold
3
– – ﹤0.01% 1106
2024
Q3 		$457 Hold
3
– – ﹤0.01% 1115
2024
Q2 		$456 Buy
3
+1
+50% +$150 ﹤0.01% 666
2024
Q1 		$320 Buy
2
+1
+100% +$141 ﹤0.01% 702
2023
Q4 		$131 Hold
1
– – ﹤0.01% 727
2023
Q3 		$107 Hold
1
– – ﹤0.01% 712
2023
Q2 		$115 Hold
1
– – ﹤0.01% 712
2023
Q1 		$112 Hold
1
– – ﹤0.01% 783
2022
Q4 		$90 Buy
+1
New +$92 ﹤0.01% 741

Other funds holding H

Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Red Spruce Capital
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

True Wealth Design's H Position: Q3 2026 in Review

True Wealth Design increased its Hyatt Hotels (H) stake by 63% in Q3 2026, buying an estimated $2.1K and bringing the position to 31 shares worth $4.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

True Wealth Design first reported a position in H in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.03K in Q1 2026. 63 funds tracked by Wall St. Rank hold H as of Q3 2026.

  • True Wealth Design held 31 shares of Hyatt Hotels worth $4.92K as of Q3 2026.
  • True Wealth Design bought 12 Hyatt Hotels shares in Q3 2026, an estimated $2.1K.
  • Hyatt Hotels made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1346 holding.
  • True Wealth Design first reported a position in Hyatt Hotels in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Hyatt Hotels position peaked at $5.03K in Q1 2026.
  • 63 funds tracked by Wall St. Rank held Hyatt Hotels as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.