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Bogart Wealth LLC’s Herc Holdings HRI Stock Holding History

Bogart Wealth LLC’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 		$2.72K Buy
+19
New +$2.45K ﹤0.01% 1374

Other funds holding HRI

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Bogart Wealth LLC's HRI Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Herc Holdings (HRI) in Q2 2026: 19 shares worth $2.72K. The stake represents ﹤0.01% of the portfolio and ranks #1374 among its holdings.

50 funds tracked by Wall St. Rank hold HRI as of Q2 2026.

  • Bogart Wealth LLC held 19 shares of Herc Holdings worth $2.72K as of Q2 2026.
  • Herc Holdings was a new Bogart Wealth LLC position in Q2 2026.
  • Herc Holdings made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1374 holding.
  • 50 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.