EWA
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EverSource Wealth Advisors’s Hertz HTZ Stock Holding History

EverSource Wealth Advisors’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
Q2 		$1.19K Sell
525
-1,845
-78% -$10.1K ﹤0.01% 3908
2026
Q1 		$10.9K Sell
2,370
-9,727
-80% -$47.1K ﹤0.01% 2866
2025
Q4 		$62.2K Buy
12,097
+9,356
+341% +$51.1K ﹤0.01% 1607
2025
Q3 		$18.6K Sell
2,741
-79
-3% -$507 ﹤0.01% 2406
2025
Q2 		$19.3K Sell
2,820
-6,843
-71% -$42.7K ﹤0.01% 2316
2025
Q1 		$38.1K Buy
9,663
+612
+7% +$2.46K ﹤0.01% 1375
2024
Q4 		$33.1K Buy
9,051
+3,437
+61% +$12.4K ﹤0.01% 1372
2024
Q3 		$18.5K Buy
5,614
+1,478
+36% +$5.16K ﹤0.01% 1531
2024
Q2 		$16.9K Buy
4,136
+401
+11% +$2.04K ﹤0.01% 1587
2024
Q1 		$17K Buy
3,735
+796
+27% +$6.52K ﹤0.01% 1441
2023
Q4 		$30.5K Buy
2,939
+2,937
+146,850% +$28.4K ﹤0.01% 1083
2023
Q3 		$25 Sell
2
-55
-96% -$920 ﹤0.01% 2480
2023
Q2 		$1.05K Buy
57
+55
+2,750% +$901 ﹤0.01% 2202
2023
Q1 		$33 Buy
+2
New +$35 ﹤0.01% 2359

Other funds holding HTZ

KCM
Knighthead Capital Management New York $1.18B AUM 54.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GCM
Ghisallo Capital Management Boston, Massachusetts $5.1B AUM 39.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

EverSource Wealth Advisors reduced its Hertz (HTZ) stake by 78% in Q2 2026, selling an estimated $10.1K and leaving 525 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #3908.

EverSource Wealth Advisors first reported a position in HTZ in Q1 2023 and has held it in 14 quarters since. The position peaked at $62.2K in Q4 2025. 288 funds tracked by Wall St. Rank hold HTZ as of Q2 2026.

  • EverSource Wealth Advisors held 525 shares of Hertz worth $1.19K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,845 Hertz shares in Q2 2026, an estimated $10.1K.
  • Hertz made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3908 holding.
  • EverSource Wealth Advisors first reported a position in Hertz in Q1 2023 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's Hertz position peaked at $62.2K in Q4 2025.
  • 288 funds tracked by Wall St. Rank held Hertz as of Q2 2026.

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