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Cardinal Point Capital Management’s Herc Holdings HRI Stock Holding History

Cardinal Point Capital Management’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 		– Sell
-3,756
Closed -$374K – 306
2026
Q1 		$374K Buy
+3,756
New +$536K 0.02% 201

Other funds holding HRI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
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
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cardinal Point Capital Management's HRI Position: Q2 2026 in Review

Cardinal Point Capital Management sold out of Herc Holdings (HRI) in Q2 2026, closing a stake of 3,756 shares — an estimated $374K sold.

Cardinal Point Capital Management first reported a position in HRI in Q1 2026 and held it in 1 quarter. The position peaked at $374K in Q1 2026. 338 funds tracked by Wall St. Rank hold HRI as of Q2 2026.

  • Cardinal Point Capital Management reported no remaining Herc Holdings position as of Q2 2026 after selling out during the quarter.
  • Cardinal Point Capital Management sold 3,756 Herc Holdings shares in Q2 2026, an estimated $374K.
  • Cardinal Point Capital Management first reported a position in Herc Holdings in Q1 2026 and held it in 1 quarter.
  • Cardinal Point Capital Management's Herc Holdings position peaked at $374K in Q1 2026.
  • 338 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.