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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 – 2030
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atria Wealth Solutions's HRI Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Herc Holdings (HRI) in Q2 2025, closing a stake of 2,430 shares — an estimated $326K sold.

Atria Wealth Solutions first reported a position in HRI in Q4 2022 and held it in 9 quarters. The position peaked at $326K in Q1 2025. 300 funds tracked by Wall St. Rank hold HRI as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Herc Holdings position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,430 Herc Holdings shares in Q2 2025, an estimated $326K.
  • Atria Wealth Solutions first reported a position in Herc Holdings in Q4 2022 and held it in 9 quarters.
  • Atria Wealth Solutions's Herc Holdings position peaked at $326K in Q1 2025.
  • 300 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.