Waverly Advisors, LLC

Position in HLT — Hilton Worldwide Holdings Inc.

CIK 1568787 BIRMINGHAM, AL

Position in HLT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,411,725

+$249,228 QoQ

Shares Held

4,272

+11.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#588

of 1,283 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Consumer Cyclical · as of Jun 30, 2026

Waverly Advisors, LLC holds $5,013,430 across 3 Lodging names. HLT ranks #2 (28.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MAR	Marriott International Inc /Md/	9,101	$3,372,739
2	HLT	Hilton Worldwide Holdings Inc. This page	4,272	$1,411,725
3	WH	Wyndham Hotels & Resorts, Inc.	2,719	$228,966

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,411,725	4,272	+11.7%	Shares	Sole	2026-08-14
2026-03-31	$1,162,497	3,823	+37.0%	Shares	Sole	2026-05-15
2025-12-31	$801,427	2,790	+12.0%	Shares	Sole	2026-02-17
2025-09-30	$646,524	2,492	+38.7%	Shares	Sole	2025-11-14
2025-06-30	$478,612	1,797	+36.1%	Shares	Sole	2025-08-14
2025-03-31	$300,366	1,320	+3.9%	Shares	Sole	2025-05-15
2024-12-31	$313,893	1,270	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.