Holos Integrated Wealth
HTZ icon

Holos Integrated Wealth’s Hertz HTZ Stock Holding History

Holos Integrated Wealth’s Portfolio HTZ Stock Details HTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$775 Hold
421
– – ﹤0.01% 364
2026
Q2 		$884 Hold
421
– – ﹤0.01% 351
2026
Q1 		$2.48K Hold
421
– – ﹤0.01% 336
2025
Q4 		$2.2K Hold
421
– – ﹤0.01% 272
2025
Q3 		$2.36K Hold
421
– – ﹤0.01% 264
2025
Q2 		$2.34K Hold
421
– – ﹤0.01% 266
2025
Q1 		$1.66K Hold
421
– – ﹤0.01% 276
2024
Q4 		$1.54K Buy
+421
New +$1.52K ﹤0.01% 282

Other funds holding HTZ

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Samalin Investment Counsel
Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.88% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Holos Integrated Wealth's HTZ Position: Q3 2026 in Review

Holos Integrated Wealth held its Hertz (HTZ) position steady in Q3 2026 at 421 shares worth $775. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Holos Integrated Wealth first reported a position in HTZ in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.48K in Q1 2026. 24 funds tracked by Wall St. Rank hold HTZ as of Q3 2026.

  • Holos Integrated Wealth held 421 shares of Hertz worth $775 as of Q3 2026.
  • Holos Integrated Wealth left its Hertz share count unchanged in Q3 2026.
  • Hertz made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #364 holding.
  • Holos Integrated Wealth first reported a position in Hertz in Q4 2024 and has held it in 8 quarters since.
  • Holos Integrated Wealth's Hertz position peaked at $2.48K in Q1 2026.
  • 24 funds tracked by Wall St. Rank held Hertz as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.