Robertson Stephens Wealth Management, LLC

Position in HLT — Hilton Worldwide Holdings Inc.

CIK 1767307 San Francisco, CA

Position in HLT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,462,946

+$115,264 QoQ

Shares Held

4,427

-0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#582

of 1,283 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $3,322,057 across 3 Lodging names. HLT ranks #1 (44.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HLT	Hilton Worldwide Holdings Inc. This page	4,427	$1,462,946
2	H	Hyatt Hotels Corp	5,817	$1,127,567
3	MAR	Marriott International Inc /Md/	1,974	$731,544

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,462,946	4,427	-0.1%	Shares	Sole	2026-07-29
2026-03-31	$1,347,682	4,432	-1.3%	Shares	Sole	2026-04-28
2025-12-31	$1,290,039	4,491	+7.1%	Shares	Sole	2026-02-02
2025-09-30	$1,087,572	4,192	-2.5%	Shares	Sole	2025-11-12
2025-06-30	$1,145,528	4,301	-5.1%	Shares	Sole	2025-07-24
2025-03-31	$1,031,711	4,534	+0.6%	Shares	Sole	2025-04-17
2024-12-31	$1,114,444	4,509	-27.0%	Shares	Sole	2025-01-27
2024-09-30	$1,423,798	6,177	+12.1%	Shares	Sole	2024-11-12
2024-06-30	$1,202,282	5,510	+79.2%	Shares	Sole	2024-08-13
2024-03-31	$655,714	3,074	0.0%	Shares	Sole	2024-05-15
2023-12-31	$559,744	3,074	-5.6%	Shares	Sole	2024-02-06
2023-09-30	$489,286	3,258	-1.5%	Shares	Sole	2023-11-13
2023-06-30	$481,188	3,306	+3.0%	Shares	Sole	2023-08-11
2023-03-31	$452,333	3,211	-22.9%	Shares	Sole	2023-05-11
2022-12-31	$526,542	4,167	0.0%	Shares	Sole	2023-02-14
2022-09-30	$502,623	4,167	+2.5%	Shares	Sole	2022-11-14
2022-06-30	$453,226	4,067	0.0%	Shares	Sole	2022-08-12
2022-03-31	$617,126	4,067	+37.1%	Shares	Sole	2022-05-16
2021-12-31	$462,822	2,967	0.0%	Shares	Sole	2022-02-14
2021-09-30	$391,970	2,967	-0.4%	Shares	Sole	2021-11-10
2021-06-30	$359,206	2,978	-1.1%	Shares	Sole	2021-08-17
2021-03-31	$364,090	3,011	+1.5%	Shares	Sole	2021-05-07
2020-12-31	$330,108	2,967	0.0%	Shares	Sole	2021-02-10
2020-09-30	$253,144	2,967	0.0%	Shares	Sole	2020-11-10
2020-06-30	$217,926	2,967	0.0%	Shares	Sole	2020-08-12
2020-03-31	$202,468	2,967	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.