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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Blue Zone Wealth Advisors's HRI Position: Q2 2026 in Review

Blue Zone Wealth Advisors increased its Herc Holdings (HRI) stake by 3.1% in Q2 2026, buying an estimated $162K and bringing the position to 41,590 shares worth $5.96M. The position accounts for 1.04% of the portfolio, ranked #32.

Blue Zone Wealth Advisors first reported a position in HRI in Q2 2025 and has held it in 5 quarters since. 338 funds tracked by Wall St. Rank hold HRI as of Q2 2026.

Blue Zone Wealth Advisors held 41,590 shares of Herc Holdings worth $5.96M as of Q2 2026.
Blue Zone Wealth Advisors bought 1,257 Herc Holdings shares in Q2 2026, an estimated $162K.
Herc Holdings made up 1.04% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #32 holding.
Blue Zone Wealth Advisors first reported a position in Herc Holdings in Q2 2025 and has held it in 5 quarters since.
338 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.