CI
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CX Institutional’s Herc Holdings HRI Stock Holding History

CX Institutional’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 		$30K Sell
212
-386
-65% -$49.8K ﹤0.01% 1076
2026
Q1 		$60K Sell
598
-138
-19% -$19.7K ﹤0.01% 943
2025
Q4 		$109K Buy
736
+3
+0.4% +$411 ﹤0.01% 835
2025
Q3 		$86K Buy
+733
New +$94.6K ﹤0.01% 850
2022
Q3 		– Sell
-6,146
Closed -$554K – 767
2022
Q2 		$554K Buy
+6,146
New +$739K 0.04% 325

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

CX Institutional's HRI Position: Q2 2026 in Review

CX Institutional reduced its Herc Holdings (HRI) stake by 65% in Q2 2026, selling an estimated $49.8K and leaving 212 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

CX Institutional first reported a position in HRI in Q2 2022 and has held it in 5 quarters since. The position peaked at $554K in Q2 2022. 338 funds tracked by Wall St. Rank hold HRI as of Q2 2026.

  • CX Institutional held 212 shares of Herc Holdings worth $30K as of Q2 2026.
  • CX Institutional sold 386 Herc Holdings shares in Q2 2026, an estimated $49.8K.
  • Herc Holdings made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1076 holding.
  • CX Institutional first reported a position in Herc Holdings in Q2 2022 and has held it in 5 quarters since.
  • CX Institutional's Herc Holdings position peaked at $554K in Q2 2022.
  • 338 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.