AWM
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AE Wealth Management’s Hertz HTZ Stock Holding History

AE Wealth Management’s Portfolio HTZ Stock Details HTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$72.8K Sell
15,787
-316
-2% -$1.53K ﹤0.01% 1878
2025
Q4 		$82.8K Sell
16,103
-7,069
-31% -$38.6K ﹤0.01% 1748
2025
Q3 		$158K Sell
23,172
-597
-3% -$3.83K ﹤0.01% 1451
2025
Q2 		$162K Buy
23,769
+4,388
+23% +$27.4K ﹤0.01% 1362
2025
Q1 		$76.4K Buy
+19,381
New +$77.8K ﹤0.01% 1506
2024
Q3 		– Sell
-18,116
Closed -$63.9K – 1277
2024
Q2 		$63.9K Buy
+18,116
New +$92.1K ﹤0.01% 1213

Other funds holding HTZ

KCM
Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM

AE Wealth Management's HTZ Position: Q1 2026 in Review

AE Wealth Management reduced its Hertz (HTZ) stake by 2% in Q1 2026, selling an estimated $1.53K and leaving 15,787 shares worth $72.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

AE Wealth Management first reported a position in HTZ in Q2 2024 and has held it in 6 quarters since. The position peaked at $162K in Q2 2025. 266 funds tracked by Wall St. Rank hold HTZ as of Q1 2026.

  • AE Wealth Management held 15,787 shares of Hertz worth $72.8K as of Q1 2026.
  • AE Wealth Management sold 316 Hertz shares in Q1 2026, an estimated $1.53K.
  • Hertz made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1878 holding.
  • AE Wealth Management first reported a position in Hertz in Q2 2024 and has held it in 6 quarters since.
  • AE Wealth Management's Hertz position peaked at $162K in Q2 2025.
  • 266 funds tracked by Wall St. Rank held Hertz as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.