Rothwell Investment Advisors, LLC’s Herc Holdings HRI Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio HRI Stock Details HRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.87K	Buy	+47	New	+$7.05K	﹤0.01%	880

Other funds holding HRI

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Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Rothwell Investment Advisors, LLC's HRI Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Herc Holdings (HRI) in Q3 2026: 47 shares worth $5.87K. The stake represents ﹤0.01% of the portfolio and ranks #880 among its holdings.

153 funds tracked by Wall St. Rank hold HRI as of Q3 2026.

Rothwell Investment Advisors, LLC held 47 shares of Herc Holdings worth $5.87K as of Q3 2026.
Herc Holdings was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Herc Holdings made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #880 holding.
153 funds tracked by Wall St. Rank held Herc Holdings as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.