United Capital Financial Advisors’s Hilton Grand Vacations HGV Stock Holding History

United Capital Financial Advisors’s Portfolio HGV Stock Details HGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-8,436	Closed	-$330K	–	1676
2026 Q1	$330K	Buy	+8,436	New	+$378K	﹤0.01%	1300
2019 Q2	–	Sell	-12,026	Closed	-$371K	–	1480
2019 Q1	$371K	Buy	12,026 +255	+2%	+$7.81K	﹤0.01%	1066
2018 Q4	$308K	Sell	11,771 -1,142	-9%	-$33.1K	﹤0.01%	1051
2018 Q3	$427K	Buy	12,913 +719	+6%	+$24K	﹤0.01%	999
2018 Q2	$423K	Buy	12,194 +3,733	+44%	+$151K	﹤0.01%	974
2018 Q1	$364K	Sell	8,461 -991	-10%	-$43.4K	﹤0.01%	1032
2017 Q4	$397K	Sell	9,452 -488	-5%	-$19.9K	﹤0.01%	1029
2017 Q3	$384K	Sell	9,940 -3,381	-25%	-$122K	﹤0.01%	1038
2017 Q2	$480K	Buy	13,321 +401	+3%	+$13.8K	﹤0.01%	931
2017 Q1	$370K	Buy	+12,920	New	+$369K	﹤0.01%	982

Other funds holding HGV

AMH

Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return

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

HPC

Hill Path Capital New York $1.92B AUM 5.67% 1-Year Est. Return

CIP

CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return

NPCM

North Peak Capital Management New York $900M AUM 193.67% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

United Capital Financial Advisors's HGV Position: Q2 2026 in Review

United Capital Financial Advisors sold out of Hilton Grand Vacations (HGV) in Q2 2026, closing a stake of 8,436 shares — an estimated $330K sold.

United Capital Financial Advisors first reported a position in HGV in Q1 2017 and held it in 10 quarters. The position peaked at $480K in Q2 2017. 302 funds tracked by Wall St. Rank hold HGV as of Q2 2026.

United Capital Financial Advisors reported no remaining Hilton Grand Vacations position as of Q2 2026 after selling out during the quarter.
United Capital Financial Advisors sold 8,436 Hilton Grand Vacations shares in Q2 2026, an estimated $330K.
United Capital Financial Advisors first reported a position in Hilton Grand Vacations in Q1 2017 and held it in 10 quarters.
United Capital Financial Advisors's Hilton Grand Vacations position peaked at $480K in Q2 2017.
302 funds tracked by Wall St. Rank held Hilton Grand Vacations as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.