Wellspring Financial Advisors’s Hilton Worldwide HLT Stock Holding History

Wellspring Financial 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	$901K	Buy	2,726 +2	+0.1%	+$657	0.06%	107
2026 Q1	$828K	Sell	2,724 -5	-0.2%	-$1.52K	0.06%	116
2025 Q4	$784K	Buy	+2,729	New	+$743K	0.06%	106
2025 Q3	–	Sell	-832	Closed	-$222K	–	189
2025 Q2	$222K	Buy	+832	New	+$198K	0.02%	149
2025 Q1	–	Sell	-991	Closed	-$245K	–	144
2024 Q4	$245K	Sell	991 -21	-2%	-$5.14K	0.03%	116
2024 Q3	$233K	Sell	1,012 -103	-9%	-$22.3K	0.03%	140
2024 Q2	$243K	Buy	1,115 +11	+1%	+$2.26K	0.03%	124
2024 Q1	$235K	Buy	+1,104	New	+$217K	0.04%	110

Other funds holding HLT

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Wellspring Financial Advisors's HLT Position: Q2 2026 in Review

Wellspring Financial Advisors increased its Hilton Worldwide (HLT) stake by 0.07% in Q2 2026, buying an estimated $657 and bringing the position to 2,726 shares worth $901K. The position accounts for 0.06% of the portfolio, ranked #107.

Wellspring Financial Advisors first reported a position in HLT in Q1 2024 and has held it in 8 quarters since. 331 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

Wellspring Financial Advisors held 2,726 shares of Hilton Worldwide worth $901K as of Q2 2026.
Wellspring Financial Advisors bought 2 Hilton Worldwide shares in Q2 2026, an estimated $657.
Hilton Worldwide made up 0.06% of Wellspring Financial Advisors's portfolio in Q2 2026, its #107 holding.
Wellspring Financial Advisors first reported a position in Hilton Worldwide in Q1 2024 and has held it in 8 quarters since.
331 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.