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Capstone Financial Advisors’s Hertz HTZ Stock Holding History

Capstone Financial Advisors’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
2025
Q2 		– Sell
-30,000
Closed -$118K – 182
2025
Q1 		$118K Hold
30,000
– – 0.01% 144
2024
Q4 		$110K Hold
30,000
– – 0.01% 144
2024
Q3 		$99K Buy
30,000
+10,000
+50% +$34.9K 0.01% 147
2024
Q2 		$70.6K Buy
+20,000
New +$102K ﹤0.01% 145

Other funds holding HTZ

KCM
Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Capstone Financial Advisors's HTZ Position: Q2 2025 in Review

Capstone Financial Advisors sold out of Hertz (HTZ) in Q2 2025, closing a stake of 30,000 shares — an estimated $118K sold.

Capstone Financial Advisors first reported a position in HTZ in Q2 2024 and held it in 4 quarters. The position peaked at $118K in Q1 2025. 260 funds tracked by Wall St. Rank hold HTZ as of Q2 2025.

  • Capstone Financial Advisors reported no remaining Hertz position as of Q2 2025 after selling out during the quarter.
  • Capstone Financial Advisors sold 30,000 Hertz shares in Q2 2025, an estimated $118K.
  • Capstone Financial Advisors first reported a position in Hertz in Q2 2024 and held it in 4 quarters.
  • Capstone Financial Advisors's Hertz position peaked at $118K in Q1 2025.
  • 260 funds tracked by Wall St. Rank held Hertz as of Q2 2025.

Based on Capstone Financial Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.