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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valley Wealth Managers's HLT Position: Q2 2026 in Review

Valley Wealth Managers reduced its Hilton Worldwide (HLT) stake by 0.04% in Q2 2026, selling an estimated $329 and leaving 2,709 shares worth $895K. The position accounts for 0.05% of the portfolio, ranked #141.

Valley Wealth Managers first reported a position in HLT in Q1 2025 and has held it in 6 quarters since. 1,292 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

  • Valley Wealth Managers held 2,709 shares of Hilton Worldwide worth $895K as of Q2 2026.
  • Valley Wealth Managers sold 1 Hilton Worldwide share in Q2 2026, an estimated $329.
  • Hilton Worldwide made up 0.05% of Valley Wealth Managers's portfolio in Q2 2026, its #141 holding.
  • Valley Wealth Managers first reported a position in Hilton Worldwide in Q1 2025 and has held it in 6 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.