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YHB Investment Advisors’s Hilton Worldwide HLT Stock Holding History

YHB Investment 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
Q3 		$2.92M Hold
9,175
– – 0.18% 108
2026
Q2 		$3.03M Hold
9,175
– – 0.19% 105
2026
Q1 		$2.79M Sell
9,175
-1,285
-12% -$390K 0.2% 102
2025
Q4 		$3M Sell
10,460
-115
-1% -$31.3K 0.21% 99
2025
Q3 		$2.74M Hold
10,575
– – 0.2% 102
2025
Q2 		$2.82M Hold
10,575
– – 0.22% 103
2025
Q1 		$2.41M Sell
10,575
-542
-5% -$135K 0.2% 108
2024
Q4 		$2.75M Sell
11,117
-236
-2% -$57.8K 0.23% 100
2024
Q3 		$2.62M Hold
11,353
– – 0.22% 99
2024
Q2 		$2.48M Buy
11,353
+66
+0.6% +$13.6K 0.21% 99
2024
Q1 		$2.41M Sell
11,287
-4,076
-27% -$802K 0.21% 101
2023
Q4 		$2.8M Sell
15,363
-5,085
-25% -$830K 0.27% 88
2023
Q3 		$3.07M Sell
20,448
-512
-2% -$77.3K 0.28% 90
2023
Q2 		$3.05M Sell
20,960
-1,357
-6% -$193K 0.28% 91
2023
Q1 		$3.14M Sell
22,317
-981
-4% -$138K 0.32% 85
2022
Q4 		$2.94M Sell
23,298
-1,724
-7% -$227K 0.31% 87
2022
Q3 		$3.02M Hold
25,022
– – 0.34% 80
2022
Q2 		$2.79M Sell
25,022
-254
-1% -$35.1K 0.29% 86
2022
Q1 		$3.83M Sell
25,276
-2,874
-10% -$424K 0.34% 78
2021
Q4 		$4.39M Sell
28,150
-2
-0% -$288 0.35% 76
2021
Q3 		$3.72M Hold
28,152
– – 0.32% 87
2021
Q2 		$3.4M Hold
28,152
– – 0.29% 94
2021
Q1 		$3.6M Sell
28,152
-1,851
-6% -$214K 0.31% 86
2020
Q4 		$3.34M Buy
30,003
+35
+0.1% +$3.47K 0.32% 83
2020
Q3 		$2.56M Buy
29,968
+10,821
+57% +$904K 0.28% 84
2020
Q2 		$1.41M Hold
19,147
– – 0.2% 92
2020
Q1 		$1.31M Buy
19,147
+9,737
+103% +$948K 0.23% 88
2019
Q4 		$1.04M Hold
9,410
– – 0.15% 108
2019
Q3 		$876K Buy
9,410
+625
+7% +$59.3K 0.13% 114
2019
Q2 		$859K Sell
8,785
-3,137
-26% -$285K 0.14% 116
2019
Q1 		$991K Hold
11,922
– – 0.16% 112
2018
Q4 		$856K Buy
+11,922
New +$861K 0.15% 115

Other funds holding HLT

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

YHB Investment Advisors's HLT Position: Q3 2026 in Review

YHB Investment Advisors held its Hilton Worldwide (HLT) position steady in Q3 2026 at 9,175 shares worth $2.92M. The position accounts for 0.18% of the portfolio, ranked #108.

YHB Investment Advisors first reported a position in HLT in Q4 2018 and has held it in 32 quarters since. The position peaked at $4.39M in Q4 2021. 34 funds tracked by Wall St. Rank hold HLT as of Q3 2026.

  • YHB Investment Advisors held 9,175 shares of Hilton Worldwide worth $2.92M as of Q3 2026.
  • YHB Investment Advisors left its Hilton Worldwide share count unchanged in Q3 2026.
  • Hilton Worldwide made up 0.18% of YHB Investment Advisors's portfolio in Q3 2026, its #108 holding.
  • YHB Investment Advisors first reported a position in Hilton Worldwide in Q4 2018 and has held it in 32 quarters since.
  • YHB Investment Advisors's Hilton Worldwide position peaked at $4.39M in Q4 2021.
  • 34 funds tracked by Wall St. Rank held Hilton Worldwide as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.