Navigoe Wealth Management’s Herc Holdings HRI Stock Holding History

Navigoe Wealth Management’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	$0	Buy	+2	New	+$258	﹤0.01%	745

Other funds holding HRI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Navigoe Wealth Management's HRI Position: Q2 2026 in Review

Navigoe Wealth Management opened a new position in Herc Holdings (HRI) in Q2 2026: 2 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #745 among its holdings.

335 funds tracked by Wall St. Rank hold HRI as of Q2 2026.

Navigoe Wealth Management held 2 shares of Herc Holdings worth $0 as of Q2 2026.
Herc Holdings was a new Navigoe Wealth Management position in Q2 2026.
Herc Holdings made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #745 holding.
335 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.