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 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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

FOF

Fenelon Opportunity Fund Dallas, Texas $2.01B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

True Wealth Design's H Position: Q2 2026 in Review

True Wealth Design reduced its Hyatt Hotels (H) stake by 46% in Q2 2026, selling an estimated $2.8K and leaving 19 shares worth $3.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1452.

True Wealth Design first reported a position in H in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.03K in Q1 2026. 526 funds tracked by Wall St. Rank hold H as of Q2 2026.

True Wealth Design held 19 shares of Hyatt Hotels worth $3.68K as of Q2 2026.
True Wealth Design sold 16 Hyatt Hotels shares in Q2 2026, an estimated $2.8K.
Hyatt Hotels made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1452 holding.
True Wealth Design first reported a position in Hyatt Hotels in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Hyatt Hotels position peaked at $5.03K in Q1 2026.
526 funds tracked by Wall St. Rank held Hyatt Hotels as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.