CA
HRI icon

Clearstead Advisors’s Herc Holdings HRI Stock Holding History

Clearstead 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
Q1 		$8.26K Buy
83
+28
+51% +$4K ﹤0.01% 1643
2025
Q4 		$8.16K Hold
55
– – ﹤0.01% 1920
2025
Q3 		$6.42K Hold
55
– – ﹤0.01% 2069
2025
Q2 		$7.24K Buy
55
+15
+38% +$1.82K ﹤0.01% 1996
2025
Q1 		$5.37K Hold
40
– – ﹤0.01% 1731
2024
Q4 		$7.57K Sell
40
-20
-33% -$4.03K ﹤0.01% 1645
2024
Q3 		$9.57K Hold
60
– – ﹤0.01% 1590
2024
Q2 		$8K Buy
60
+20
+50% +$2.96K ﹤0.01% 1588
2024
Q1 		$6.33K Hold
40
– – ﹤0.01% 1141
2023
Q4 		$5.96K Sell
40
-40
-50% -$4.9K ﹤0.01% 1143
2023
Q3 		$9.52K Buy
80
+40
+100% +$5.22K ﹤0.01% 1126
2023
Q2 		$5.47K Buy
40
+23
+135% +$2.55K ﹤0.01% 1043
2023
Q1 		$1.94K Buy
+17
New +$2.34K ﹤0.01% 1139

Other funds holding HRI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return