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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
Q2 		$9.46K Sell
66
-17
-20% -$2.19K ﹤0.01% 1994
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 Hold
40
– – ﹤0.01% 1143
2023
Q3 		$4.76K Hold
40
– – ﹤0.01% 1091
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 $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

Clearstead Advisors's HRI Position: Q2 2026 in Review

Clearstead Advisors reduced its Herc Holdings (HRI) stake by 20% in Q2 2026, selling an estimated $2.19K and leaving 66 shares worth $9.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1994.

Clearstead Advisors first reported a position in HRI in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.57K in Q3 2024. 338 funds tracked by Wall St. Rank hold HRI as of Q2 2026.

  • Clearstead Advisors held 66 shares of Herc Holdings worth $9.46K as of Q2 2026.
  • Clearstead Advisors sold 17 Herc Holdings shares in Q2 2026, an estimated $2.19K.
  • Herc Holdings made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1994 holding.
  • Clearstead Advisors first reported a position in Herc Holdings in Q1 2023 and has held it in 14 quarters since.
  • Clearstead Advisors's Herc Holdings position peaked at $9.57K in Q3 2024.
  • 338 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.