JWM
HRI icon

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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JPL Wealth Management's HRI Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Herc Holdings (HRI) in Q1 2026: 11 shares worth $1.1K. The stake represents ﹤0.01% of the portfolio and ranks #1179 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in HRI as recently as Q3 2025.

JPL Wealth Management first reported a position in HRI in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.28K in Q3 2025. 300 funds tracked by Wall St. Rank hold HRI as of Q1 2026.

  • JPL Wealth Management held 11 shares of Herc Holdings worth $1.1K as of Q1 2026.
  • Herc Holdings was a new JPL Wealth Management position in Q1 2026.
  • Herc Holdings made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1179 holding.
  • JPL Wealth Management first reported a position in Herc Holdings in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Herc Holdings position peaked at $1.28K in Q3 2025.
  • 300 funds tracked by Wall St. Rank held Herc Holdings as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.