Valley Wealth Managers’s Hilton Worldwide HLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$824K Sell
2,710
-172
-6% -$52.1K 0.05% 136
2025
Q4
$828K Buy
2,882
+127
+5% +$34.6K 0.05% 136
2025
Q3
$715K Buy
2,755
+300
+12% +$81.1K 0.05% 144
2025
Q2
$654K Sell
2,455
-36
-1% -$8.57K 0.05% 144
2025
Q1
$567K Buy
+2,491
New +$621K 0.04% 152

Other funds holding HLT

Valley Wealth Managers's HLT Position: Q1 2026 in Review

Valley Wealth Managers reduced its Hilton Worldwide (HLT) stake by 6% in Q1 2026, selling an estimated $52.1K and leaving 2,710 shares worth $824K. The position accounts for 0.05% of the portfolio, ranked #136.

Valley Wealth Managers first reported a position in HLT in Q1 2025 and has held it in 5 quarters since. The position peaked at $828K in Q4 2025. 1,184 funds tracked by Wall St. Rank hold HLT as of Q1 2026.

  • Valley Wealth Managers held 2,710 shares of Hilton Worldwide worth $824K as of Q1 2026.
  • Valley Wealth Managers sold 172 Hilton Worldwide shares in Q1 2026, an estimated $52.1K.
  • Hilton Worldwide made up 0.05% of Valley Wealth Managers's portfolio in Q1 2026, its #136 holding.
  • Valley Wealth Managers first reported a position in Hilton Worldwide in Q1 2025 and has held it in 5 quarters since.
  • Valley Wealth Managers's Hilton Worldwide position peaked at $828K in Q4 2025.
  • 1,184 funds tracked by Wall St. Rank held Hilton Worldwide as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.