Perigon Wealth Management’s Hertz HTZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Perigon Wealth Management's HTZ Position: Q1 2026 in Review

Perigon Wealth Management sold out of Hertz (HTZ) in Q1 2026, closing a stake of 11,630 shares — an estimated $59.8K sold.

Perigon Wealth Management first reported a position in HTZ in Q1 2025 and held it in 4 quarters. The position peaked at $83.1K in Q2 2025. 266 funds tracked by Wall St. Rank hold HTZ as of Q1 2026.

  • Perigon Wealth Management reported no remaining Hertz position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 11,630 Hertz shares in Q1 2026, an estimated $59.8K.
  • Perigon Wealth Management first reported a position in Hertz in Q1 2025 and held it in 4 quarters.
  • Perigon Wealth Management's Hertz position peaked at $83.1K in Q2 2025.
  • 266 funds tracked by Wall St. Rank held Hertz as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.