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Kovack Advisors’s Herc Holdings HRI Stock Holding History

Kovack Advisors’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 		– Sell
-5,269
Closed -$782K – 1052
2025
Q4 		$782K Buy
5,269
+570
+12% +$78.1K 0.04% 455
2025
Q3 		$548K Buy
4,699
+864
+23% +$111K 0.05% 304
2025
Q2 		$505K Sell
3,835
-258
-6% -$31.3K 0.05% 326
2025
Q1 		$550K Sell
4,093
-588
-13% -$100K 0.06% 274
2024
Q4 		$886K Hold
4,681
– – 0.09% 190
2024
Q3 		$746K Sell
4,681
-611
-12% -$86.6K 0.08% 215
2024
Q2 		$705K Sell
5,292
-586
-10% -$86.6K 0.08% 234
2024
Q1 		$989K Buy
5,878
+3,720
+172% +$566K 0.12% 147
2023
Q4 		$321K Buy
+2,158
New +$264K 0.04% 401

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
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
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Kovack Advisors's HRI Position: Q1 2026 in Review

Kovack Advisors sold out of Herc Holdings (HRI) in Q1 2026, closing a stake of 5,269 shares — an estimated $782K sold.

Kovack Advisors first reported a position in HRI in Q4 2023 and held it in 9 quarters. The position peaked at $989K in Q1 2024. 304 funds tracked by Wall St. Rank hold HRI as of Q1 2026.

  • Kovack Advisors reported no remaining Herc Holdings position as of Q1 2026 after selling out during the quarter.
  • Kovack Advisors sold 5,269 Herc Holdings shares in Q1 2026, an estimated $782K.
  • Kovack Advisors first reported a position in Herc Holdings in Q4 2023 and held it in 9 quarters.
  • Kovack Advisors's Herc Holdings position peaked at $989K in Q1 2024.
  • 304 funds tracked by Wall St. Rank held Herc Holdings as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.