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Capital Advisors Ltd’s Hertz HTZ Stock Holding History

Capital Advisors Ltd’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
Q2 		– Sell
-203
Closed -$1K – 1462
2026
Q1 		$1K Hold
203
– – ﹤0.01% 1228
2025
Q4 		$1K Hold
203
– – ﹤0.01% 1207
2025
Q3 		$1K Hold
203
– – ﹤0.01% 1208
2025
Q2 		$1K Hold
203
– – ﹤0.01% 1200
2025
Q1 		$1K Hold
203
– – ﹤0.01% 1192
2024
Q4 		$1K Hold
203
– – ﹤0.01% 1220
2024
Q3 		$1K Buy
+203
New +$709 ﹤0.01% 1218
2024
Q1 		– Sell
-167
Closed -$2K – 1445
2023
Q4 		$2K Buy
+167
New +$1.61K ﹤0.01% 1027

Other funds holding HTZ

YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Capital Advisors Ltd's HTZ Position: Q2 2026 in Review

Capital Advisors Ltd sold out of Hertz (HTZ) in Q2 2026, closing a stake of 203 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in HTZ in Q4 2023 and held it in 8 quarters. The position peaked at $2K in Q4 2023. 11 funds tracked by Wall St. Rank hold HTZ as of Q2 2026.

  • Capital Advisors Ltd reported no remaining Hertz position as of Q2 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 203 Hertz shares in Q2 2026, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Hertz in Q4 2023 and held it in 8 quarters.
  • Capital Advisors Ltd's Hertz position peaked at $2K in Q4 2023.
  • 11 funds tracked by Wall St. Rank held Hertz as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.