Creative Planning
HTZ icon

Creative Planning’s Hertz HTZ Stock Holding History

Creative Planning’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
2026
Q1 		$5.6M Buy
1,214,852
+640,108
+111% +$3.1M ﹤0.01% 1106
2025
Q4 		$2.95M Sell
574,744
-216,547
-27% -$1.18M ﹤0.01% 1389
2025
Q3 		$5.38M Buy
791,291
+387,196
+96% +$2.49M ﹤0.01% 825
2025
Q2 		$2.76M Buy
404,095
+86,538
+27% +$540K ﹤0.01% 1088
2025
Q1 		$1.25M Buy
317,557
+198,606
+167% +$797K ﹤0.01% 1532
2024
Q4 		$435K Buy
118,951
+51,353
+76% +$186K ﹤0.01% 2355
2024
Q3 		$214K Buy
67,598
+3,901
+6% +$13.6K ﹤0.01% 2782
2024
Q2 		$225K Buy
63,697
+29,209
+85% +$148K ﹤0.01% 2592
2024
Q1 		$270K Buy
34,488
+7,158
+26% +$58.6K ﹤0.01% 2339
2023
Q4 		$284K Buy
+27,330
New +$264K ﹤0.01% 2129

Other funds holding HTZ

KCM
Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
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
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Creative Planning's HTZ Position: Q1 2026 in Review

Creative Planning increased its Hertz (HTZ) stake by 111% in Q1 2026, buying an estimated $3.1M and bringing the position to 1,214,852 shares worth $5.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

Creative Planning first reported a position in HTZ in Q4 2023 and has held it in 10 quarters since. 266 funds tracked by Wall St. Rank hold HTZ as of Q1 2026.

  • Creative Planning held 1,214,852 shares of Hertz worth $5.6M as of Q1 2026.
  • Creative Planning bought 640,108 Hertz shares in Q1 2026, an estimated $3.1M.
  • Hertz made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1106 holding.
  • Creative Planning first reported a position in Hertz in Q4 2023 and has held it in 10 quarters since.
  • 266 funds tracked by Wall St. Rank held Hertz as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.