Physician Wealth Advisors’s Hertz HTZ Stock Holding History

Physician Wealth Advisors’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 Q2	$655	Hold	289	–	–	﹤0.01%	1987
2026 Q1	$1.33K	Hold	289	–	–	﹤0.01%	1530
2025 Q4	$1.49K	Hold	289	–	–	﹤0.01%	1418
2025 Q3	$1.97K	Hold	289	–	–	﹤0.01%	1233
2025 Q2	$1.97K	Hold	289	–	–	﹤0.01%	1048
2025 Q1	$1.14K	Buy	+289	New	+$1.16K	﹤0.01%	994

Other funds holding HTZ

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

PCM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

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

Physician Wealth Advisors held its Hertz (HTZ) position steady in Q2 2026 at 289 shares worth $655. The position accounts for ﹤0.01% of the portfolio, ranked #1987.

Physician Wealth Advisors first reported a position in HTZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.97K in Q2 2025. 63 funds tracked by Wall St. Rank hold HTZ as of Q2 2026.

Physician Wealth Advisors held 289 shares of Hertz worth $655 as of Q2 2026.
Physician Wealth Advisors left its Hertz share count unchanged in Q2 2026.
Hertz made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1987 holding.
Physician Wealth Advisors first reported a position in Hertz in Q1 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's Hertz position peaked at $1.97K in Q2 2025.
63 funds tracked by Wall St. Rank held Hertz as of Q2 2026.

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