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Waverly Advisors’s Hilton Worldwide HLT Stock Holding History

Waverly 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
Q2 		$1.41M Buy
4,272
+449
+12% +$148K 0.01% 792
2026
Q1 		$1.16M Buy
3,823
+1,033
+37% +$313K 0.01% 788
2025
Q4 		$801K Buy
2,790
+298
+12% +$81.1K 0.01% 830
2025
Q3 		$647K Buy
2,492
+695
+39% +$188K 0.01% 768
2025
Q2 		$479K Buy
1,797
+477
+36% +$114K 0.01% 814
2025
Q1 		$300K Buy
1,320
+50
+4% +$12.5K ﹤0.01% 922
2024
Q4 		$314K Buy
+1,270
New +$311K ﹤0.01% 808
2018
Q1 		– Sell
-5,179
Closed -$414K – 263
2017
Q4 		$414K Sell
5,179
-142
-3% -$10.5K 0.06% 162
2017
Q3 		$370K Sell
5,321
-2,408
-31% -$153K 0.08% 157
2017
Q2 		$478K Hold
7,729
– – 0.12% 135
2017
Q1 		$452K Buy
+7,729
New +$449K 0.12% 138

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

Waverly Advisors's HLT Position: Q2 2026 in Review

Waverly Advisors increased its Hilton Worldwide (HLT) stake by 12% in Q2 2026, buying an estimated $148K and bringing the position to 4,272 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #792.

Waverly Advisors first reported a position in HLT in Q1 2017 and has held it in 11 quarters since. 1,292 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

  • Waverly Advisors held 4,272 shares of Hilton Worldwide worth $1.41M as of Q2 2026.
  • Waverly Advisors bought 449 Hilton Worldwide shares in Q2 2026, an estimated $148K.
  • Hilton Worldwide made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #792 holding.
  • Waverly Advisors first reported a position in Hilton Worldwide in Q1 2017 and has held it in 11 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.