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 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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Principal Financial Group

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return