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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
Q1 		– Sell
-200
Closed -$57.5K – 817
2025
Q4 		$57.5K Buy
+200
New +$54.5K ﹤0.01% 804

Other funds holding HLT

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valeo Financial Advisors's HLT Position: Q2 2026 in Review

Valeo Financial Advisors increased its Hilton Worldwide (HLT) stake by 17% in Q2 2026, buying an estimated $57.2K and bringing the position to 1,216 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #523.

Valeo Financial Advisors first reported a position in HLT in Q3 2017 and has held it in 26 quarters since. The position peaked at $576K in Q4 2025. 607 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

  • Valeo Financial Advisors held 1,216 shares of Hilton Worldwide worth $402K as of Q2 2026.
  • Valeo Financial Advisors bought 174 Hilton Worldwide shares in Q2 2026, an estimated $57.2K.
  • Hilton Worldwide made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #523 holding.
  • Valeo Financial Advisors first reported a position in Hilton Worldwide in Q3 2017 and has held it in 26 quarters since.
  • Valeo Financial Advisors's Hilton Worldwide position peaked at $576K in Q4 2025.
  • 607 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.