KA
HRI icon

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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