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Halbert Hargrove Global Advisors’s Herc Holdings HRI Stock Holding History

Halbert Hargrove Global Advisors’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
2025
Q4 		– Sell
-4
Closed -$467 – 541
2025
Q3 		$467 Buy
+4
New +$516 ﹤0.01% 699

Other funds holding HRI

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Halbert Hargrove Global Advisors's HRI Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Herc Holdings (HRI) in Q4 2025, closing a stake of 4 shares — an estimated $467 sold.

Halbert Hargrove Global Advisors first reported a position in HRI in Q3 2025 and held it in 1 quarter. The position peaked at $467 in Q3 2025. 313 funds tracked by Wall St. Rank hold HRI as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining Herc Holdings position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 4 Herc Holdings shares in Q4 2025, an estimated $467.
  • Halbert Hargrove Global Advisors first reported a position in Herc Holdings in Q3 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Herc Holdings position peaked at $467 in Q3 2025.
  • 313 funds tracked by Wall St. Rank held Herc Holdings as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.