GSWM
HRI icon

Golden State Wealth Management’s Herc Holdings HRI Stock Holding History

Golden State Wealth Management’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 		$2.18K Hold
15
– – ﹤0.01% 1383
2026
Q1 		$1.51K Hold
15
– – ﹤0.01% 1389
2025
Q4 		$2.24K Hold
15
– – ﹤0.01% 1368
2025
Q3 		$1.75K Buy
+15
New +$1.94K ﹤0.01% 1413

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

Golden State Wealth Management's HRI Position: Q2 2026 in Review

Golden State Wealth Management held its Herc Holdings (HRI) position steady in Q2 2026 at 15 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Golden State Wealth Management first reported a position in HRI in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.24K in Q4 2025. 338 funds tracked by Wall St. Rank hold HRI as of Q2 2026.

  • Golden State Wealth Management held 15 shares of Herc Holdings worth $2.18K as of Q2 2026.
  • Golden State Wealth Management left its Herc Holdings share count unchanged in Q2 2026.
  • Herc Holdings made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1383 holding.
  • Golden State Wealth Management first reported a position in Herc Holdings in Q3 2025 and has held it in 4 quarters since.
  • Golden State Wealth Management's Herc Holdings position peaked at $2.24K in Q4 2025.
  • 338 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.