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
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 $1.52B AUM 19.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM

EverSource Wealth Advisors's HTZ Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Hertz (HTZ) stake by 80% in Q1 2026, selling an estimated $47.1K and leaving 2,370 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2866.

EverSource Wealth Advisors first reported a position in HTZ in Q1 2023 and has held it in 13 quarters since. The position peaked at $62.2K in Q4 2025. 266 funds tracked by Wall St. Rank hold HTZ as of Q1 2026.

  • EverSource Wealth Advisors held 2,370 shares of Hertz worth $10.9K as of Q1 2026.
  • EverSource Wealth Advisors sold 9,727 Hertz shares in Q1 2026, an estimated $47.1K.
  • Hertz made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2866 holding.
  • EverSource Wealth Advisors first reported a position in Hertz in Q1 2023 and has held it in 13 quarters since.
  • EverSource Wealth Advisors's Hertz position peaked at $62.2K in Q4 2025.
  • 266 funds tracked by Wall St. Rank held Hertz as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.