Position in HLT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,511,854
+$325,638 QoQ
Shares Held
4,575
+17.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#572
of 1,283 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in HLT Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026EP Wealth Advisors, LLC holds $5,713,974 across 2 Lodging names. HLT ranks #2 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAR |
Marriott International Inc /Md/
|
11,339 | $4,202,120 | |
| 2 | HLT |
Hilton Worldwide Holdings Inc.
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|
4,575 | $1,511,854 |
All Filings in HLT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,511,854 | 4,575 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,186,216 | 3,901 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,152,159 | 4,011 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,160,709 | 4,358 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $914,978 | 4,021 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $966,889 | 3,912 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $860,456 | 3,733 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,000,228 | 4,584 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $771,328 | 3,616 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $648,604 | 3,562 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $557,317 | 3,711 | Shares | Sole | 2023-11-24 | |
| No filing history on record for this holder in this stock. | ||||||