EWA
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EverSource Wealth Advisors’s Herc Holdings HRI Stock Holding History

EverSource Wealth Advisors’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 		$2.72K Sell
19
-91
-83% -$11.7K ﹤0.01% 3586
2026
Q1 		$11K Sell
110
-48
-30% -$6.85K ﹤0.01% 2864
2025
Q4 		$23.4K Sell
158
-4
-2% -$548 ﹤0.01% 2281
2025
Q3 		$18.9K Buy
162
+94
+138% +$12.1K ﹤0.01% 2399
2025
Q2 		$8.96K Sell
68
-74
-52% -$8.98K ﹤0.01% 2876
2025
Q1 		$19.1K Sell
142
-23
-14% -$3.92K ﹤0.01% 1708
2024
Q4 		$31.2K Buy
165
+17
+11% +$3.43K ﹤0.01% 1394
2024
Q3 		$23.6K Sell
148
-104
-41% -$14.7K ﹤0.01% 1408
2024
Q2 		$39.3K Buy
252
+12
+5% +$1.77K ﹤0.01% 1201
2024
Q1 		$34.3K Buy
240
+208
+650% +$31.7K ﹤0.01% 1132
2023
Q4 		$4.76K Sell
32
-2
-6% -$245 ﹤0.01% 1878
2023
Q3 		$4.04K Hold
34
– – ﹤0.01% 1789
2023
Q2 		$4.65K Buy
34
+6
+21% +$664 ﹤0.01% 1757
2023
Q1 		$3.19K Buy
28
+6
+27% +$827 ﹤0.01% 1794
2022
Q4 		$2.9K Buy
+22
New +$2.7K ﹤0.01% 1799

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

EverSource Wealth Advisors's HRI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Herc Holdings (HRI) stake by 83% in Q2 2026, selling an estimated $11.7K and leaving 19 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #3586.

EverSource Wealth Advisors first reported a position in HRI in Q4 2022 and has held it in 15 quarters since. The position peaked at $39.3K in Q2 2024. 337 funds tracked by Wall St. Rank hold HRI as of Q2 2026.

  • EverSource Wealth Advisors held 19 shares of Herc Holdings worth $2.72K as of Q2 2026.
  • EverSource Wealth Advisors sold 91 Herc Holdings shares in Q2 2026, an estimated $11.7K.
  • Herc Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3586 holding.
  • EverSource Wealth Advisors first reported a position in Herc Holdings in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Herc Holdings position peaked at $39.3K in Q2 2024.
  • 337 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.