Blue Zone Wealth Advisors
HRI icon

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
Q3 		$5.21M Buy
41,732
+142
+0.3% +$21.3K 0.82% 38
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $10.2B AUM 24.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Blue Zone Wealth Advisors's HRI Position: Q3 2026 in Review

Blue Zone Wealth Advisors increased its Herc Holdings (HRI) stake by 0.34% in Q3 2026, buying an estimated $21.3K and bringing the position to 41,732 shares worth $5.21M. The position accounts for 0.82% of the portfolio, ranked #38.

Blue Zone Wealth Advisors first reported a position in HRI in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.96M in Q2 2026. 232 funds tracked by Wall St. Rank hold HRI as of Q3 2026.

  • Blue Zone Wealth Advisors held 41,732 shares of Herc Holdings worth $5.21M as of Q3 2026.
  • Blue Zone Wealth Advisors bought 142 Herc Holdings shares in Q3 2026, an estimated $21.3K.
  • Herc Holdings made up 0.82% of Blue Zone Wealth Advisors's portfolio in Q3 2026, its #38 holding.
  • Blue Zone Wealth Advisors first reported a position in Herc Holdings in Q2 2025 and has held it in 6 quarters since.
  • Blue Zone Wealth Advisors's Herc Holdings position peaked at $5.96M in Q2 2026.
  • 232 funds tracked by Wall St. Rank held Herc Holdings as of Q3 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.