LF
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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
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

YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

LifeSteps Financial's HTZ Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Hertz (HTZ) in Q2 2026: 11 shares worth $25. The stake represents ﹤0.01% of the portfolio and ranks #783 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in HTZ as recently as Q1 2024.

LifeSteps Financial first reported a position in HTZ in Q1 2024 and has held it in 2 quarters since. The position peaked at $86 in Q1 2024. 15 funds tracked by Wall St. Rank hold HTZ as of Q2 2026.

  • LifeSteps Financial held 11 shares of Hertz worth $25 as of Q2 2026.
  • Hertz was a new LifeSteps Financial position in Q2 2026.
  • Hertz made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #783 holding.
  • LifeSteps Financial first reported a position in Hertz in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's Hertz position peaked at $86 in Q1 2024.
  • 15 funds tracked by Wall St. Rank held Hertz as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.