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Congress Wealth Management’s Hertz HTZ Stock Holding History

Congress Wealth Management’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 		$74.1K Buy
10,847
+821
+8% +$5.12K ﹤0.01% 1167
2025
Q1 		$39.5K Buy
+10,026
New +$40.2K ﹤0.01% 1056

Other funds holding HTZ

KCM
Knighthead Capital Management New York $1.18B AUM 54.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 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 $85.4B AUM 91.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Congress Wealth Management's HTZ Position: Q2 2025 in Review

Congress Wealth Management increased its Hertz (HTZ) stake by 8.2% in Q2 2025, buying an estimated $5.12K and bringing the position to 10,847 shares worth $74.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

Congress Wealth Management first reported a position in HTZ in Q1 2025 and has held it in 2 quarters since. 260 funds tracked by Wall St. Rank hold HTZ as of Q2 2025.

  • Congress Wealth Management held 10,847 shares of Hertz worth $74.1K as of Q2 2025.
  • Congress Wealth Management bought 821 Hertz shares in Q2 2025, an estimated $5.12K.
  • Hertz made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1167 holding.
  • Congress Wealth Management first reported a position in Hertz in Q1 2025 and has held it in 2 quarters since.
  • 260 funds tracked by Wall St. Rank held Hertz as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.