Gleason Group’s Herc Holdings HRI Stock Holding History

Gleason Group’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	$76.1K	Buy	531 +2	+0.4%	+$258	0.01%	119
2026 Q1	$52.6K	Buy	529 +3	+0.6%	+$428	0.01%	120
2025 Q4	$78K	Buy	526 +2	+0.4%	+$274	0.01%	105
2025 Q3	$61.1K	Buy	524 +3	+0.6%	+$387	0.01%	104
2025 Q2	$68.6K	Buy	521 +3	+0.6%	+$364	0.01%	100
2025 Q1	$69.5K	Buy	518 +3	+0.6%	+$511	0.01%	99
2024 Q4	$97.5K	Buy	515 +2	+0.4%	+$403	0.02%	83
2024 Q3	$81.8K	Buy	513 +2	+0.4%	+$283	0.02%	97
2024 Q2	$68.1K	Buy	511 +3	+0.6%	+$443	0.01%	105
2024 Q1	$85.5K	Buy	508 +2	+0.4%	+$305	0.02%	91
2023 Q4	$75.4K	Sell	506 -1,271	-72%	-$156K	0.02%	98
2023 Q3	$211K	Buy	1,777 +9	+0.5%	+$1.17K	0.06%	71
2023 Q2	$242K	Buy	1,768 +9	+0.5%	+$996	0.06%	69
2023 Q1	$200K	Buy	1,759 +7	+0.4%	+$965	0.06%	70
2022 Q4	$230K	Buy	1,752 +9	+0.5%	+$1.1K	0.07%	67
2022 Q3	$181K	Buy	1,743 +9	+0.5%	+$1K	0.06%	66
2022 Q2	$156K	Buy	1,734 +8	+0.5%	+$961	0.05%	76
2022 Q1	$288K	Buy	1,726 +6	+0.3%	+$948	0.09%	59
2021 Q4	$269K	Buy	+1,720	New	+$304K	0.09%	59

Other funds holding HRI

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return