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CVA Family Office’s Herc Holdings HRI Stock Holding History

CVA Family Office’s Portfolio HRI Stock Details HRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.88K Buy
48
+13
+37% +$1.68K ﹤0.01% 1150
2026
Q1 		$3.48K Buy
+35
New +$4.99K ﹤0.01% 1361
2025
Q3 		– Sell
-5
Closed -$658 – 1321
2025
Q2 		$658 Buy
+5
New +$607 ﹤0.01% 1163
2025
Q1 		– Sell
-3
Closed -$568 – 1425
2024
Q4 		$568 Hold
3
– – ﹤0.01% 1198
2024
Q3 		$478 Buy
+3
New +$425 ﹤0.01% 1227

Other funds holding HRI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CVA Family Office's HRI Position: Q2 2026 in Review

CVA Family Office increased its Herc Holdings (HRI) stake by 37% in Q2 2026, buying an estimated $1.68K and bringing the position to 48 shares worth $6.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

CVA Family Office first reported a position in HRI in Q3 2024 and has held it in 5 quarters since. 337 funds tracked by Wall St. Rank hold HRI as of Q2 2026.

  • CVA Family Office held 48 shares of Herc Holdings worth $6.88K as of Q2 2026.
  • CVA Family Office bought 13 Herc Holdings shares in Q2 2026, an estimated $1.68K.
  • Herc Holdings made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1150 holding.
  • CVA Family Office first reported a position in Herc Holdings in Q3 2024 and has held it in 5 quarters since.
  • 337 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.