Institute for Wealth Management’s Herc Holdings HRI Stock Holding History

Institute for 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
2026 Q2	$139K	Buy	+968	New	+$125K	0.01%	612

Other funds holding HRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

Institute for Wealth Management's HRI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Herc Holdings (HRI) in Q2 2026: 968 shares worth $139K. The stake represents 0.01% of the portfolio and ranks #612 among its holdings.

137 funds tracked by Wall St. Rank hold HRI as of Q2 2026.

Institute for Wealth Management held 968 shares of Herc Holdings worth $139K as of Q2 2026.
Herc Holdings was a new Institute for Wealth Management position in Q2 2026.
Herc Holdings made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #612 holding.
137 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.