LifeSteps Financial’s Hertz HTZ Stock Holding History

LifeSteps Financial’s Portfolio HTZ Stock Details HTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-11	Closed	-$25	–	369
2026 Q2	$25	Buy	+11	New	+$60	﹤0.01%	783
2024 Q2	–	Sell	-11	Closed	-$86	–	220
2024 Q1	$86	Buy	+11	New	+$90	﹤0.01%	434

Other funds holding HTZ

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Nemes Rush Group Novi, Michigan $1.22B AUM 25.31% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

LifeSteps Financial's HTZ Position: Q3 2026 in Review

LifeSteps Financial sold out of Hertz (HTZ) in Q3 2026, closing a stake of 11 shares — an estimated $25 sold.

LifeSteps Financial first reported a position in HTZ in Q1 2024 and held it in 2 quarters. The position peaked at $86 in Q1 2024. 69 funds tracked by Wall St. Rank hold HTZ as of Q3 2026.

LifeSteps Financial reported no remaining Hertz position as of Q3 2026 after selling out during the quarter.
LifeSteps Financial sold 11 Hertz shares in Q3 2026, an estimated $25.
LifeSteps Financial first reported a position in Hertz in Q1 2024 and held it in 2 quarters.
LifeSteps Financial's Hertz position peaked at $86 in Q1 2024.
69 funds tracked by Wall St. Rank held Hertz as of Q3 2026.

Based on LifeSteps Financial's 13F filing for Q3 2026, filed 15 Oct 2026.