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HFM Investment Advisors’s Herc Holdings HRI Stock Holding History

HFM Investment 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
2026
Q2 		$1K Buy
7
+6
+600% +$774 ﹤0.01% 728
2026
Q1 		$100 Hold
1
– – ﹤0.01% 1119
2025
Q4 		$149 Hold
1
– – ﹤0.01% 1104
2025
Q3 		$117 Hold
1
– – ﹤0.01% 1125
2025
Q2 		$132 Buy
+1
New +$121 ﹤0.01% 1098

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

HFM Investment Advisors's HRI Position: Q2 2026 in Review

HFM Investment Advisors increased its Herc Holdings (HRI) stake by 600% in Q2 2026, buying an estimated $774 and bringing the position to 7 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

HFM Investment Advisors first reported a position in HRI in Q2 2025 and has held it in 5 quarters since. 337 funds tracked by Wall St. Rank hold HRI as of Q2 2026.

  • HFM Investment Advisors held 7 shares of Herc Holdings worth $1K as of Q2 2026.
  • HFM Investment Advisors bought 6 Herc Holdings shares in Q2 2026, an estimated $774.
  • Herc Holdings made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #728 holding.
  • HFM Investment Advisors first reported a position in Herc Holdings in Q2 2025 and has held it in 5 quarters since.
  • 337 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.