Optimize Financial’s Herc Holdings HRI Stock Holding History

Optimize Financial’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	$418K	Sell	2,914 -10	-0.3%	-$1.29K	0.15%	199
2026 Q1	$291K	Buy	+2,924	New	+$417K	0.14%	265

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

Optimize Financial's HRI Position: Q2 2026 in Review

Optimize Financial reduced its Herc Holdings (HRI) stake by 0.34% in Q2 2026, selling an estimated $1.29K and leaving 2,914 shares worth $418K. The position accounts for 0.15% of the portfolio, ranked #199.

Optimize Financial first reported a position in HRI in Q1 2026 and has held it in 2 quarters since. 338 funds tracked by Wall St. Rank hold HRI as of Q2 2026.

Optimize Financial held 2,914 shares of Herc Holdings worth $418K as of Q2 2026.
Optimize Financial sold 10 Herc Holdings shares in Q2 2026, an estimated $1.29K.
Herc Holdings made up 0.15% of Optimize Financial's portfolio in Q2 2026, its #199 holding.
Optimize Financial first reported a position in Herc Holdings in Q1 2026 and has held it in 2 quarters since.
338 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.