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Essential Partners’s Herc Holdings HRI Stock Holding History

Essential Partners’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 		$1.58K Buy
11
+8
+267% +$1.03K ﹤0.01% 2066
2026
Q1 		$299 Sell
3
-12
-80% -$1.71K ﹤0.01% 2552
2025
Q4 		$2.23K Buy
15
+6
+67% +$823 ﹤0.01% 1763
2025
Q3 		$1.05K Sell
9
-2
-18% -$258 ﹤0.01% 2006
2025
Q2 		$1.45K Buy
+11
New +$1.33K ﹤0.01% 1412

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

Essential Partners's HRI Position: Q2 2026 in Review

Essential Partners increased its Herc Holdings (HRI) stake by 267% in Q2 2026, buying an estimated $1.03K and bringing the position to 11 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #2066.

Essential Partners first reported a position in HRI in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.23K in Q4 2025. 337 funds tracked by Wall St. Rank hold HRI as of Q2 2026.

  • Essential Partners held 11 shares of Herc Holdings worth $1.58K as of Q2 2026.
  • Essential Partners bought 8 Herc Holdings shares in Q2 2026, an estimated $1.03K.
  • Herc Holdings made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2066 holding.
  • Essential Partners first reported a position in Herc Holdings in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Herc Holdings position peaked at $2.23K in Q4 2025.
  • 337 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.