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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waverly Advisors's HLT Position: Q1 2026 in Review

Waverly Advisors increased its Hilton Worldwide (HLT) stake by 37% in Q1 2026, buying an estimated $313K and bringing the position to 3,823 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #788.

Waverly Advisors first reported a position in HLT in Q1 2017 and has held it in 10 quarters since. 1,184 funds tracked by Wall St. Rank hold HLT as of Q1 2026.

  • Waverly Advisors held 3,823 shares of Hilton Worldwide worth $1.16M as of Q1 2026.
  • Waverly Advisors bought 1,033 Hilton Worldwide shares in Q1 2026, an estimated $313K.
  • Hilton Worldwide made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #788 holding.
  • Waverly Advisors first reported a position in Hilton Worldwide in Q1 2017 and has held it in 10 quarters since.
  • 1,184 funds tracked by Wall St. Rank held Hilton Worldwide as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.