MYIA
HRI icon

Mount Yale Investment Advisors’s Herc Holdings HRI Stock Holding History

Mount Yale Investment 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
Q1 		$280K Buy
+2,815
New +$402K 0.01% 919

Other funds holding HRI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Mount Yale Investment Advisors's HRI Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Herc Holdings (HRI) in Q1 2026: 2,815 shares worth $280K. The stake represents 0.01% of the portfolio and ranks #919 among its holdings.

301 funds tracked by Wall St. Rank hold HRI as of Q1 2026.

  • Mount Yale Investment Advisors held 2,815 shares of Herc Holdings worth $280K as of Q1 2026.
  • Herc Holdings was a new Mount Yale Investment Advisors position in Q1 2026.
  • Herc Holdings made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #919 holding.
  • 301 funds tracked by Wall St. Rank held Herc Holdings as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.