Physician Wealth Advisors’s Herc Holdings HRI Stock Holding History

Physician Wealth 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 Q2	$4.59K	Buy	32 +4	+14%	+$516	﹤0.01%	1138
2026 Q1	$2.79K	Sell	28 -9	-24%	-$1.28K	﹤0.01%	1211
2025 Q4	$5.49K	Buy	37 +1	+3%	+$137	﹤0.01%	953
2025 Q3	$4.2K	Hold	36	–	–	﹤0.01%	975
2025 Q2	$4.74K	Buy	+36	New	+$4.37K	﹤0.01%	814

Other funds holding HRI

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Physician Wealth Advisors's HRI Position: Q2 2026 in Review

Physician Wealth Advisors increased its Herc Holdings (HRI) stake by 14% in Q2 2026, buying an estimated $516 and bringing the position to 32 shares worth $4.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

Physician Wealth Advisors first reported a position in HRI in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.49K in Q4 2025. 91 funds tracked by Wall St. Rank hold HRI as of Q2 2026.

Physician Wealth Advisors held 32 shares of Herc Holdings worth $4.59K as of Q2 2026.
Physician Wealth Advisors bought 4 Herc Holdings shares in Q2 2026, an estimated $516.
Herc Holdings made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1138 holding.
Physician Wealth Advisors first reported a position in Herc Holdings in Q2 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's Herc Holdings position peaked at $5.49K in Q4 2025.
91 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.