IWC
HRI icon

Integrated Wealth Concepts’s Herc Holdings HRI Stock Holding History

Integrated Wealth Concepts’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 		$68.4K Buy
+478
New +$61.7K ﹤0.01% 3126

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

Integrated Wealth Concepts's HRI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Herc Holdings (HRI) in Q2 2026: 478 shares worth $68.4K. The stake represents ﹤0.01% of the portfolio and ranks #3126 among its holdings.

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

  • Integrated Wealth Concepts held 478 shares of Herc Holdings worth $68.4K as of Q2 2026.
  • Herc Holdings was a new Integrated Wealth Concepts position in Q2 2026.
  • Herc Holdings made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3126 holding.
  • 337 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.