IFP Advisors’s Hertz HTZ Stock Holding History

IFP Advisors’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 Q1	$328K	Buy	71,100 +10,995	+18%	+$53.2K	0.01%	1146
2025 Q4	$309K	Buy	60,105 +38,687	+181%	+$211K	0.01%	1146
2025 Q3	$146K	Buy	21,418 +8,918	+71%	+$57.3K	﹤0.01%	1447
2025 Q2	$85.4K	Buy	+12,500	New	+$78K	﹤0.01%	1727
2024 Q4	–	Sell	-280	Closed	-$924	–	4625
2024 Q3	$924	Hold	280	–	–	﹤0.01%	3091
2024 Q2	$988	Buy	280 +62	+28%	+$315	﹤0.01%	2992
2024 Q1	$1.71K	Hold	218	–	–	﹤0.01%	2739
2023 Q4	$2.27K	Buy	218 +6	+3%	+$58	﹤0.01%	2648
2023 Q3	$2.6K	Sell	212 -56	-21%	-$936	﹤0.01%	2757
2023 Q2	$4.93K	Buy	268 +207	+339%	+$3.39K	﹤0.01%	2548
2023 Q1	$1.65K	Sell	61 -707	-92%	-$12.3K	﹤0.01%	2956
2022 Q4	$23K	Sell	768 -292	-28%	-$4.92K	﹤0.01%	2782
2022 Q3	$32K	Buy	1,060 +890	+524%	+$16.7K	﹤0.01%	2719
2022 Q2	$6K	Hold	170	–	–	﹤0.01%	3691
2022 Q1	$6K	Buy	170 +164	+2,733%	+$3.44K	﹤0.01%	3691
2021 Q4	$1K	Sell	6 -210	-97%	-$5.03K	﹤0.01%	3023
2021 Q3	$5K	Buy	+216	New	+$5K	﹤0.01%	2552

Other funds holding HTZ

Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Nomura Holdings

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIBC Bancorp USA Chicago, Illinois $74.4B AUM