BWA
HRI icon

Basecamp Wealth Advisors’s Herc Holdings HRI Stock Holding History

Basecamp Wealth Advisors’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
Q2 		$9.32K Sell
65
-3
-4% -$387 ﹤0.01% 1022
2026
Q1 		$6.77K Hold
68
– – ﹤0.01% 1118
2025
Q4 		$10.1K Buy
+68
New +$9.32K ﹤0.01% 960

Other funds holding HRI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Basecamp Wealth Advisors's HRI Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Herc Holdings (HRI) stake by 4.4% in Q2 2026, selling an estimated $387 and leaving 65 shares worth $9.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

Basecamp Wealth Advisors first reported a position in HRI in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.1K in Q4 2025. 337 funds tracked by Wall St. Rank hold HRI as of Q2 2026.

  • Basecamp Wealth Advisors held 65 shares of Herc Holdings worth $9.32K as of Q2 2026.
  • Basecamp Wealth Advisors sold 3 Herc Holdings shares in Q2 2026, an estimated $387.
  • Herc Holdings made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1022 holding.
  • Basecamp Wealth Advisors first reported a position in Herc Holdings in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Herc Holdings position peaked at $10.1K in Q4 2025.
  • 337 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.