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Hemington Wealth Management’s Herc Holdings HRI Stock Holding History

Hemington 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
2025
Q3 		$6K Sell
57
-2
-3% -$258 ﹤0.01% 1060
2025
Q2 		$7K Buy
59
+36
+157% +$4.37K ﹤0.01% 981
2025
Q1 		$3K Sell
23
-4
-15% -$681 ﹤0.01% 1195
2024
Q4 		$5K Buy
27
+9
+50% +$1.81K ﹤0.01% 1013
2024
Q3 		$3K Buy
+18
New +$2.55K ﹤0.01% 1074

Other funds holding HRI

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Hemington Wealth Management's HRI Position: Q3 2025 in Review

Hemington Wealth Management reduced its Herc Holdings (HRI) stake by 3.4% in Q3 2025, selling an estimated $258 and leaving 57 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

Hemington Wealth Management first reported a position in HRI in Q3 2024 and has held it in 5 quarters since. The position peaked at $7K in Q2 2025. 291 funds tracked by Wall St. Rank hold HRI as of Q3 2025.

  • Hemington Wealth Management held 57 shares of Herc Holdings worth $6K as of Q3 2025.
  • Hemington Wealth Management sold 2 Herc Holdings shares in Q3 2025, an estimated $258.
  • Herc Holdings made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1060 holding.
  • Hemington Wealth Management first reported a position in Herc Holdings in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Herc Holdings position peaked at $7K in Q2 2025.
  • 291 funds tracked by Wall St. Rank held Herc Holdings as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.