AWS
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Atria Wealth Solutions’s Herc Holdings HRI Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-2,430
Closed -$326K – 1662
2025
Q1 		$326K Buy
+2,430
New +$414K ﹤0.01% 1425
2024
Q4 		– Sell
-2,030
Closed -$324K – 2031
2024
Q3 		$324K Buy
2,030
+100
+5% +$14.2K ﹤0.01% 1466
2024
Q2 		$257K Hold
1,930
– – ﹤0.01% 1603
2024
Q1 		$325K Sell
1,930
-100
-5% -$15.2K ﹤0.01% 1505
2023
Q4 		$302K Hold
2,030
– – ﹤0.01% 1494
2023
Q3 		$241K Hold
2,030
– – ﹤0.01% 1560
2023
Q2 		$278K Hold
2,030
– – ﹤0.01% 1497
2023
Q1 		$231K Buy
2,030
+400
+25% +$55.2K ﹤0.01% 1583
2022
Q4 		$214K Buy
+1,630
New +$200K ﹤0.01% 1569

Other funds holding HRI

Invesco
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return