Lido Advisors
HRI icon

Lido Advisors’s Herc Holdings HRI Stock Holding History

Lido 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
Q3 		$359K Sell
2,879
-205
-7% -$30.7K ﹤0.01% 1639
2026
Q2 		$442K Sell
3,084
-34
-1% -$4.38K ﹤0.01% 1546
2026
Q1 		$310K Sell
3,118
-4,492
-59% -$641K ﹤0.01% 1547
2025
Q4 		$994K Sell
7,610
-395
-5% -$54.2K ﹤0.01% 1006
2025
Q3 		$934K Buy
8,005
+3,625
+83% +$468K ﹤0.01% 981
2025
Q2 		$577K Sell
4,380
-1,612
-27% -$196K ﹤0.01% 1057
2025
Q1 		$805K Buy
+5,992
New +$1.02M ﹤0.01% 857

Other funds holding HRI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Penn Capital Management
Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Lido Advisors's HRI Position: Q3 2026 in Review

Lido Advisors reduced its Herc Holdings (HRI) stake by 6.6% in Q3 2026, selling an estimated $30.7K and leaving 2,879 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #1639.

Lido Advisors first reported a position in HRI in Q1 2025 and has held it in 7 quarters since. The position peaked at $994K in Q4 2025. 153 funds tracked by Wall St. Rank hold HRI as of Q3 2026.

  • Lido Advisors held 2,879 shares of Herc Holdings worth $359K as of Q3 2026.
  • Lido Advisors sold 205 Herc Holdings shares in Q3 2026, an estimated $30.7K.
  • Herc Holdings made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1639 holding.
  • Lido Advisors first reported a position in Herc Holdings in Q1 2025 and has held it in 7 quarters since.
  • Lido Advisors's Herc Holdings position peaked at $994K in Q4 2025.
  • 153 funds tracked by Wall St. Rank held Herc Holdings as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.