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JPL Wealth Management’s Herc Holdings HRI Stock Holding History

JPL 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 		$1.58K Hold
11
– – ﹤0.01% 1156
2026
Q1 		$1.1K Buy
+11
New +$1.57K ﹤0.01% 1179
2025
Q4 		– Sell
-11
Closed -$1.28K – 569
2025
Q3 		$1.28K Buy
+11
New +$1.42K ﹤0.01% 957

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

JPL Wealth Management's HRI Position: Q2 2026 in Review

JPL Wealth Management held its Herc Holdings (HRI) position steady in Q2 2026 at 11 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1156.

JPL Wealth Management first reported a position in HRI in Q3 2025 and has held it in 3 quarters since. 338 funds tracked by Wall St. Rank hold HRI as of Q2 2026.

  • JPL Wealth Management held 11 shares of Herc Holdings worth $1.58K as of Q2 2026.
  • JPL Wealth Management left its Herc Holdings share count unchanged in Q2 2026.
  • Herc Holdings made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1156 holding.
  • JPL Wealth Management first reported a position in Herc Holdings in Q3 2025 and has held it in 3 quarters since.
  • 338 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.