Clearstead Advisors’s Hertz HTZ Stock Holding History

Clearstead 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 Q4	–	Sell	-10	Closed	-$68	–	2972
2025 Q3	$68	Buy	+10	New	+$64	﹤0.01%	2954
2022 Q2	–	Sell	-92	Closed	-$2K	–	1354
2022 Q1	$2K	Hold	92	–	–	﹤0.01%	1204
2021 Q4	$2K	Buy	+92	New	+$2.2K	﹤0.01%	1110

Other funds holding HTZ

KCM

Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Clearstead Advisors's HTZ Position: Q4 2025 in Review

Clearstead Advisors sold out of Hertz (HTZ) in Q4 2025, closing a stake of 10 shares — an estimated $68 sold.

Clearstead Advisors first reported a position in HTZ in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q1 2022. 286 funds tracked by Wall St. Rank hold HTZ as of Q4 2025.

Clearstead Advisors reported no remaining Hertz position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 10 Hertz shares in Q4 2025, an estimated $68.
Clearstead Advisors first reported a position in Hertz in Q4 2021 and held it in 3 quarters.
Clearstead Advisors's Hertz position peaked at $2K in Q1 2022.
286 funds tracked by Wall St. Rank held Hertz as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.