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
2024 Q3	–	Sell	-3,000	Closed	-$339	–	3252
2024 Q2	$339	Buy	+3,000	New	+$15.2K	﹤0.01%	3059

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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.