Blue Trust Inc
HTZ icon

Blue Trust Inc’s Hertz HTZ Stock Holding History

Blue Trust Inc’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
Q3 		– Sell
-111
Closed -$251 – 2658
2026
Q2 		$251 Hold
111
– – ﹤0.01% 2384
2026
Q1 		$512 Buy
+111
New +$537 ﹤0.01% 2340
2025
Q2 		– Sell
-1
Closed -$3 – 2528
2025
Q1 		$3 Hold
1
– – ﹤0.01% 2473
2024
Q4 		$2 Sell
1
-882
-100% -$3.19K ﹤0.01% 2422
2024
Q3 		$3.12K Buy
883
+186
+27% +$650 ﹤0.01% 2492
2024
Q2 		$5.46K Buy
697
+323
+86% +$1.64K ﹤0.01% 2173
2024
Q1 		$2.93K Sell
374
-93
-20% -$761 ﹤0.01% 1737
2023
Q4 		$5K Buy
467
+36
+8% +$348 ﹤0.01% 1840
2023
Q3 		$8K Sell
431
-113
-21% -$1.89K ﹤0.01% 1478
2023
Q2 		$9K Hold
544
– – ﹤0.01% 1338
2023
Q1 		$8K Hold
544
– – ﹤0.01% 1659
2022
Q4 		$9K Hold
544
– – ﹤0.01% 1561
2022
Q3 		$9K Hold
544
– – ﹤0.01% 1377
2022
Q2 		$12K Buy
+544
New +$10.7K ﹤0.01% 1138

Other funds holding HTZ

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Blue Trust Inc's HTZ Position: Q3 2026 in Review

Blue Trust Inc sold out of Hertz (HTZ) in Q3 2026, closing a stake of 111 shares — an estimated $251 sold.

Blue Trust Inc first reported a position in HTZ in Q2 2022 and held it in 14 quarters. The position peaked at $12K in Q2 2022. 12 funds tracked by Wall St. Rank hold HTZ as of Q3 2026.

  • Blue Trust Inc reported no remaining Hertz position as of Q3 2026 after selling out during the quarter.
  • Blue Trust Inc sold 111 Hertz shares in Q3 2026, an estimated $251.
  • Blue Trust Inc first reported a position in Hertz in Q2 2022 and held it in 14 quarters.
  • Blue Trust Inc's Hertz position peaked at $12K in Q2 2022.
  • 12 funds tracked by Wall St. Rank held Hertz as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.