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Global Retirement Partners’s Herc Holdings HRI Stock Holding History

Global Retirement Partners’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 		$6.55K Buy
+46
New +$5.93K ﹤0.01% 3597
2025
Q4 		$11.5K Buy
78
+71
+1,014% +$9.73K ﹤0.01% 3098
2025
Q3 		$767 Hold
7
– – ﹤0.01% 3580
2025
Q2 		$861 Buy
+7
New +$850 ﹤0.01% 3473
2023
Q1 		– Sell
-37
Closed -$4.87K – 3272
2022
Q4 		$4.87K Buy
+37
New +$4.54K ﹤0.01% 2031
2018
Q1 		– Sell
-16
Closed -$1K – 1510
2017
Q4 		$1K Hold
16
– – ﹤0.01% 1383
2017
Q3 		$0 Hold
16
– – ﹤0.01% 1224
2017
Q2 		$0 Hold
16
– – ﹤0.01% 1154
2017
Q1 		$0 Hold
16
– – ﹤0.01% 1114
2016
Q4 		$0 Buy
+16
New +$577 ﹤0.01% 1039

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

Global Retirement Partners's HRI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Herc Holdings (HRI) in Q2 2026: 46 shares worth $6.55K. The stake represents ﹤0.01% of the portfolio and ranks #3597 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in HRI as recently as Q4 2025.

Global Retirement Partners first reported a position in HRI in Q4 2016 and has held it in 10 quarters since. The position peaked at $11.5K in Q4 2025. 337 funds tracked by Wall St. Rank hold HRI as of Q2 2026.

  • Global Retirement Partners held 46 shares of Herc Holdings worth $6.55K as of Q2 2026.
  • Herc Holdings was a new Global Retirement Partners position in Q2 2026.
  • Herc Holdings made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3597 holding.
  • Global Retirement Partners first reported a position in Herc Holdings in Q4 2016 and has held it in 10 quarters since.
  • Global Retirement Partners's Herc Holdings position peaked at $11.5K in Q4 2025.
  • 337 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.