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Hilton Worldwide Holdings shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of Hilton Worldwide Holdings (HLT) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in Hilton Worldwide Holdings

Tip: Access up to 7 years of quarterly data

All positions including Hilton Worldwide Holdings held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hilton Worldwide Holdings by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $681k 2.4k 287.26
2024-12-31 $381k 1.5k 247.16
2024-09-30 $397k 1.7k 230.50
2024-06-30 $280k 1.3k 218.20

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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Putnam Etf Trust Focused Lar Cap (PVAL)
Apple (AAPL)

View all positions for Sax Wealth Advisors

Top funds holding Hilton Worldwide Holdings

Vanguard Group
BlackRock
FMR
Jpmorgan Chase & Co
State Street Corporation
Principal Financial Group
Geode Capital Management
Franklin Resources
T. Rowe Price Investment Management
Massachusetts Financial Services
Jennison Associates
Susquehanna International
Pershing Square Capital Management
Norges Bank Investment Management
Invesco

View all funds holding Hilton Worldwide Holdings