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Mutual Advisors’s Herc Holdings HRI Stock Holding History

Mutual 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 		– Sell
-1,692
Closed -$251K – 1361
2025
Q4 		$251K Buy
+1,692
New +$232K 0.01% 1167
2022
Q3 		– Sell
-2,437
Closed -$220K – 905
2022
Q2 		$220K Buy
2,437
+306
+14% +$36.8K 0.01% 768
2022
Q1 		$356K Sell
2,131
-25
-1% -$3.95K 0.02% 664
2021
Q4 		$337K Buy
2,156
+632
+41% +$112K 0.02% 697
2021
Q3 		$249K Sell
1,524
-692
-31% -$87.7K 0.01% 764
2021
Q2 		$248K Sell
2,216
-370
-14% -$39.2K 0.01% 732
2021
Q1 		$262K Buy
+2,586
New +$209K 0.02% 661

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

Mutual Advisors's HRI Position: Q1 2026 in Review

Mutual Advisors sold out of Herc Holdings (HRI) in Q1 2026, closing a stake of 1,692 shares — an estimated $251K sold.

Mutual Advisors first reported a position in HRI in Q1 2021 and held it in 7 quarters. The position peaked at $356K in Q1 2022. 300 funds tracked by Wall St. Rank hold HRI as of Q1 2026.

  • Mutual Advisors reported no remaining Herc Holdings position as of Q1 2026 after selling out during the quarter.
  • Mutual Advisors sold 1,692 Herc Holdings shares in Q1 2026, an estimated $251K.
  • Mutual Advisors first reported a position in Herc Holdings in Q1 2021 and held it in 7 quarters.
  • Mutual Advisors's Herc Holdings position peaked at $356K in Q1 2022.
  • 300 funds tracked by Wall St. Rank held Herc Holdings as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.