Valley Wealth Managers
HLT icon

Valley Wealth Managers’s Hilton Worldwide HLT Stock Holding History

Valley Wealth Managers’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 		$931K Buy
2,925
+216
+8% +$69.2K 0.05% 140
2026
Q2 		$895K Sell
2,709
-1
-0% -$329 0.05% 141
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

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Valley Wealth Managers's HLT Position: Q3 2026 in Review

Valley Wealth Managers increased its Hilton Worldwide (HLT) stake by 8% in Q3 2026, buying an estimated $69.2K and bringing the position to 2,925 shares worth $931K. The position accounts for 0.05% of the portfolio, ranked #140.

Valley Wealth Managers first reported a position in HLT in Q1 2025 and has held it in 7 quarters since. 253 funds tracked by Wall St. Rank hold HLT as of Q3 2026.

  • Valley Wealth Managers held 2,925 shares of Hilton Worldwide worth $931K as of Q3 2026.
  • Valley Wealth Managers bought 216 Hilton Worldwide shares in Q3 2026, an estimated $69.2K.
  • Hilton Worldwide made up 0.05% of Valley Wealth Managers's portfolio in Q3 2026, its #140 holding.
  • Valley Wealth Managers first reported a position in Hilton Worldwide in Q1 2025 and has held it in 7 quarters since.
  • 253 funds tracked by Wall St. Rank held Hilton Worldwide as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.