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Bell Investment Advisors’s Herc Holdings HRI Stock Holding History

Bell Investment 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 		$1.43K Buy
+10
New +$1.29K ﹤0.01% 1449
2026
Q1 		– Sell
-4
Closed -$594 – 1898
2025
Q4 		$594 Hold
4
– – ﹤0.01% 1685
2025
Q3 		$467 Sell
4
-5
-56% -$645 ﹤0.01% 1791
2025
Q2 		$1.19K Sell
9
-6
-40% -$728 ﹤0.01% 1537
2025
Q1 		$2.02K Sell
15
-4
-21% -$681 ﹤0.01% 1306
2024
Q4 		$3.6K Sell
19
-4
-17% -$807 ﹤0.01% 1088
2024
Q3 		$3.67K Buy
23
+4
+21% +$567 ﹤0.01% 1089
2024
Q2 		$2.53K Buy
19
+2
+12% +$295 ﹤0.01% 1257
2024
Q1 		$2.86K Buy
17
+3
+21% +$457 ﹤0.01% 1197
2023
Q4 		$2.08K Buy
14
+4
+40% +$490 ﹤0.01% 1310
2023
Q3 		$1.19K Buy
10
+2
+25% +$261 ﹤0.01% 1497
2023
Q2 		$1.09K Sell
8
-4
-33% -$443 ﹤0.01% 1567
2023
Q1 		$1.37K Sell
12
-18
-60% -$2.48K ﹤0.01% 1435
2022
Q4 		$3.95K Buy
30
+5
+20% +$614 ﹤0.01% 931
2022
Q3 		$3K Hold
25
– – ﹤0.01% 917
2022
Q2 		$2K Buy
+25
New +$3K ﹤0.01% 1158
2021
Q4 		$6K Buy
38
+25
+192% +$4.41K ﹤0.01% 685
2021
Q3 		$2K Buy
+13
New +$1.65K ﹤0.01% 1081

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

Bell Investment Advisors's HRI Position: Q2 2026 in Review

Bell Investment Advisors opened a new position in Herc Holdings (HRI) in Q2 2026: 10 shares worth $1.43K. The stake represents ﹤0.01% of the portfolio and ranks #1449 among its holdings. This is a return to the name: Bell Investment Advisors previously reported a position in HRI as recently as Q4 2025.

Bell Investment Advisors first reported a position in HRI in Q3 2021 and has held it in 18 quarters since. The position peaked at $6K in Q4 2021. 337 funds tracked by Wall St. Rank hold HRI as of Q2 2026.

  • Bell Investment Advisors held 10 shares of Herc Holdings worth $1.43K as of Q2 2026.
  • Herc Holdings was a new Bell Investment Advisors position in Q2 2026.
  • Herc Holdings made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1449 holding.
  • Bell Investment Advisors first reported a position in Herc Holdings in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's Herc Holdings position peaked at $6K in Q4 2021.
  • 337 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.