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Essential Partners’s Hertz HTZ Stock Holding History

Essential Partners’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
2026
Q3 		– Sell
-165
Closed -$374 – 2918
2026
Q2 		$374 Sell
165
-7,947
-98% -$43.4K ﹤0.01% 2533
2026
Q1 		$37.4K Buy
8,112
+8,074
+21,247% +$39.1K 0.01% 679
2025
Q4 		$195 Sell
38
-185
-83% -$1.01K ﹤0.01% 2436
2025
Q3 		$1.52K Buy
223
+185
+487% +$1.19K ﹤0.01% 1884
2025
Q2 		$260 Buy
+38
New +$237 ﹤0.01% 1878

Other funds holding HTZ

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Essential Partners's HTZ Position: Q3 2026 in Review

Essential Partners sold out of Hertz (HTZ) in Q3 2026, closing a stake of 165 shares — an estimated $374 sold.

Essential Partners first reported a position in HTZ in Q2 2025 and held it in 5 quarters. The position peaked at $37.4K in Q1 2026. 12 funds tracked by Wall St. Rank hold HTZ as of Q3 2026.

  • Essential Partners reported no remaining Hertz position as of Q3 2026 after selling out during the quarter.
  • Essential Partners sold 165 Hertz shares in Q3 2026, an estimated $374.
  • Essential Partners first reported a position in Hertz in Q2 2025 and held it in 5 quarters.
  • Essential Partners's Hertz position peaked at $37.4K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Hertz as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.