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Valeo Financial Advisors’s Hilton Worldwide HLT Stock Holding History

Valeo Financial Advisors’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
2026
Q3 		$384K Sell
1,208
-8
-0.7% -$2.56K 0.01% 546
2026
Q2 		$402K Buy
1,216
+174
+17% +$57.2K 0.01% 523
2026
Q1 		$317K Sell
1,042
-964
-48% -$292K 0.01% 526
2025
Q4 		$576K Buy
2,006
+366
+22% +$99.7K 0.01% 425
2025
Q3 		$425K Sell
1,640
-43
-3% -$11.6K 0.01% 501
2025
Q2 		$448K Buy
1,683
+291
+21% +$69.3K 0.01% 484
2025
Q1 		$317K Buy
1,392
+121
+10% +$30.1K 0.01% 518
2024
Q4 		$314K Sell
1,271
-24
-2% -$5.87K 0.01% 525
2024
Q3 		$298K Sell
1,295
-32
-2% -$6.93K 0.01% 527
2024
Q2 		$290K Buy
1,327
+134
+11% +$27.5K 0.01% 523
2024
Q1 		$244K Buy
1,193
+1
+0.1% +$197 0.01% 562
2023
Q4 		$217K Buy
+1,192
New +$195K 0.01% 574
2021
Q2 		– Sell
-192
Closed -$23K – 1074
2021
Q1 		$23K Sell
192
-23
-11% -$2.66K ﹤0.01% 1128
2020
Q4 		$24K Buy
215
+15
+8% +$1.49K ﹤0.01% 982
2020
Q3 		$17K Sell
200
-400
-67% -$33.4K ﹤0.01% 954
2020
Q2 		$44K Buy
600
+467
+351% +$34.7K ﹤0.01% 776
2020
Q1 		$9K Buy
133
+11
+9% +$1.07K ﹤0.01% 1128
2019
Q4 		$14K Buy
122
+4
+3% +$401 ﹤0.01% 1000
2019
Q3 		$11K Hold
118
– – ﹤0.01% 1004
2019
Q2 		$12K Hold
118
– – ﹤0.01% 973
2019
Q1 		$10K Buy
118
+18
+18% +$1.41K ﹤0.01% 964
2018
Q4 		$7K Sell
100
-8
-7% -$578 ﹤0.01% 975
2018
Q3 		$7K Buy
108
+6
+6% +$473 ﹤0.01% 1078
2018
Q2 		$8K Sell
102
-102
-50% -$8.3K ﹤0.01% 1007
2018
Q1 		$16K Buy
204
+177
+656% +$14.5K ﹤0.01% 784
2017
Q4 		$2K Buy
27
+21
+350% +$1.56K ﹤0.01% 1184
2017
Q3 		$0 Buy
+6
New +$382 ﹤0.01% 1179

Other funds holding HLT

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
SRM
Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Valeo Financial Advisors's HLT Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Hilton Worldwide (HLT) stake by 0.66% in Q3 2026, selling an estimated $2.56K and leaving 1,208 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #546.

Valeo Financial Advisors first reported a position in HLT in Q3 2017 and has held it in 27 quarters since. The position peaked at $576K in Q4 2025. 46 funds tracked by Wall St. Rank hold HLT as of Q3 2026.

  • Valeo Financial Advisors held 1,208 shares of Hilton Worldwide worth $384K as of Q3 2026.
  • Valeo Financial Advisors sold 8 Hilton Worldwide shares in Q3 2026, an estimated $2.56K.
  • Hilton Worldwide made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #546 holding.
  • Valeo Financial Advisors first reported a position in Hilton Worldwide in Q3 2017 and has held it in 27 quarters since.
  • Valeo Financial Advisors's Hilton Worldwide position peaked at $576K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held Hilton Worldwide as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.