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Pinnacle Wealth Planning Services’s Hertz HTZ Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$13.1K Sell
2,832
-6,673
-70% -$32.3K ﹤0.01% 1897
2025
Q4 		$48.9K Buy
+9,505
New +$51.9K 0.01% 1210

Other funds holding HTZ

KCM
Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Pinnacle Wealth Planning Services's HTZ Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Hertz (HTZ) stake by 70% in Q1 2026, selling an estimated $32.3K and leaving 2,832 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1897.

Pinnacle Wealth Planning Services first reported a position in HTZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $48.9K in Q4 2025. 266 funds tracked by Wall St. Rank hold HTZ as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,832 shares of Hertz worth $13.1K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 6,673 Hertz shares in Q1 2026, an estimated $32.3K.
  • Hertz made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1897 holding.
  • Pinnacle Wealth Planning Services first reported a position in Hertz in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Hertz position peaked at $48.9K in Q4 2025.
  • 266 funds tracked by Wall St. Rank held Hertz as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.