Blue Zone Wealth Advisors’s Herc Holdings HRI Stock Holding History

Blue Zone 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	$5.96M	Buy	41,590 +1,257	+3%	+$162K	1.04%	32
2026 Q1	$4.02M	Buy	40,333 +34,083	+545%	+$4.86M	0.82%	43
2025 Q4	$927K	Sell	6,250 -65	-1%	-$8.91K	0.18%	70
2025 Q3	$737K	Sell	6,315 -36	-0.6%	-$4.64K	0.15%	71
2025 Q2	$836K	Buy	+6,351	New	+$771K	0.21%	63

Other funds holding HRI

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM