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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
Q2 		$555K Buy
3,872
+1,057
+38% +$136K 0.01% 746
2026
Q1 		$280K Buy
+2,815
New +$402K 0.01% 919

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

Mount Yale Investment Advisors's HRI Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Herc Holdings (HRI) stake by 38% in Q2 2026, buying an estimated $136K and bringing the position to 3,872 shares worth $555K. The position accounts for 0.01% of the portfolio, ranked #746.

Mount Yale Investment Advisors first reported a position in HRI in Q1 2026 and has held it in 2 quarters since. 337 funds tracked by Wall St. Rank hold HRI as of Q2 2026.

  • Mount Yale Investment Advisors held 3,872 shares of Herc Holdings worth $555K as of Q2 2026.
  • Mount Yale Investment Advisors bought 1,057 Herc Holdings shares in Q2 2026, an estimated $136K.
  • Herc Holdings made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #746 holding.
  • Mount Yale Investment Advisors first reported a position in Herc Holdings in Q1 2026 and has held it in 2 quarters since.
  • 337 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.