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
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

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

Lido Advisors's HRI Position: Q2 2026 in Review

Lido Advisors reduced its Herc Holdings (HRI) stake by 1.1% in Q2 2026, selling an estimated $4.38K and leaving 3,084 shares worth $442K. The position accounts for ﹤0.01% of the portfolio, ranked #1546.

Lido Advisors first reported a position in HRI in Q1 2025 and has held it in 6 quarters since. The position peaked at $994K in Q4 2025. 338 funds tracked by Wall St. Rank hold HRI as of Q2 2026.

  • Lido Advisors held 3,084 shares of Herc Holdings worth $442K as of Q2 2026.
  • Lido Advisors sold 34 Herc Holdings shares in Q2 2026, an estimated $4.38K.
  • Herc Holdings made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1546 holding.
  • Lido Advisors first reported a position in Herc Holdings in Q1 2025 and has held it in 6 quarters since.
  • Lido Advisors's Herc Holdings position peaked at $994K in Q4 2025.
  • 338 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.