Position in HLT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$568,391
+$13,141 QoQ
Shares Held
1,720
-5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#750
of 1,288 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLT Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026Icon Wealth Advisors, LLC holds $1,543,783 across 2 Lodging names. HLT ranks #2 (36.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAR |
Marriott International Inc /Md/
|
2,632 | $975,392 | |
| 2 | HLT |
Hilton Worldwide Holdings Inc.
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|
1,720 | $568,391 |
All Filings in HLT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $568,391 | 1,720 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $555,250 | 1,826 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $521,933 | 1,817 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $428,335 | 1,651 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $405,635 | 1,523 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $224,364 | 986 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $245,924 | 995 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $229,347 | 995 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $226,928 | 1,040 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||