Perigon Wealth Management’s Hertz HTZ Stock Holding History

Perigon Wealth Management’s Portfolio HTZ Stock Details HTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$27.3K	Buy	+16,322	New	+$32.5K	﹤0.01%	1458
2026 Q1	–	Sell	-11,630	Closed	-$59.8K	–	1354
2025 Q4	$59.8K	Sell	11,630 -284	-2%	-$1.55K	﹤0.01%	1299
2025 Q3	$81K	Sell	11,914 -249	-2%	-$1.6K	﹤0.01%	1207
2025 Q2	$83.1K	Buy	12,163 +901	+8%	+$5.62K	﹤0.01%	1040
2025 Q1	$44.4K	Buy	+11,262	New	+$45.2K	﹤0.01%	1020

Other funds holding HTZ

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GCA

Gallagher Capital Advisors Argyle, Texas $187M AUM 21.88% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Perigon Wealth Management's HTZ Position: Q3 2026 in Review

Perigon Wealth Management opened a new position in Hertz (HTZ) in Q3 2026: 16,322 shares worth $27.3K. The stake represents ﹤0.01% of the portfolio and ranks #1458 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in HTZ as recently as Q4 2025.

Perigon Wealth Management first reported a position in HTZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $83.1K in Q2 2025. 22 funds tracked by Wall St. Rank hold HTZ as of Q3 2026.

Perigon Wealth Management held 16,322 shares of Hertz worth $27.3K as of Q3 2026.
Hertz was a new Perigon Wealth Management position in Q3 2026.
Hertz made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1458 holding.
Perigon Wealth Management first reported a position in Hertz in Q1 2025 and has held it in 5 quarters since.
Perigon Wealth Management's Hertz position peaked at $83.1K in Q2 2025.
22 funds tracked by Wall St. Rank held Hertz as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.