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
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 $1.18B AUM 54.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GCM
Ghisallo Capital Management Boston, Massachusetts $5.1B AUM 39.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Creative Planning's HTZ Position: Q2 2026 in Review

Creative Planning reduced its Hertz (HTZ) stake by 15% in Q2 2026, selling an estimated $964K and leaving 1,038,333 shares worth $2.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1953.

Creative Planning first reported a position in HTZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.6M in Q1 2026. 289 funds tracked by Wall St. Rank hold HTZ as of Q2 2026.

  • Creative Planning held 1,038,333 shares of Hertz worth $2.35M as of Q2 2026.
  • Creative Planning sold 176,519 Hertz shares in Q2 2026, an estimated $964K.
  • Hertz made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1953 holding.
  • Creative Planning first reported a position in Hertz in Q4 2023 and has held it in 11 quarters since.
  • Creative Planning's Hertz position peaked at $5.6M in Q1 2026.
  • 289 funds tracked by Wall St. Rank held Hertz as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.