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Loring Wolcott & Coolidge Fiduciary Advisors’s Herc Holdings HRI Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		– Sell
-62
Closed -$6.38K – 575
2026
Q1 		$6.38K Hold
62
– – ﹤0.01% 532
2025
Q4 		$9.72K Buy
+62
New +$8.5K ﹤0.01% 498

Other funds holding HRI

CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's HRI Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Herc Holdings (HRI) in Q2 2026, closing a stake of 62 shares — an estimated $6.38K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in HRI in Q4 2025 and held it in 2 quarters. The position peaked at $9.72K in Q4 2025. 118 funds tracked by Wall St. Rank hold HRI as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Herc Holdings position as of Q2 2026 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 62 Herc Holdings shares in Q2 2026, an estimated $6.38K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Herc Holdings in Q4 2025 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Herc Holdings position peaked at $9.72K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.