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Raffa Wealth Management’s Herc Holdings HRI Stock Holding History

Raffa Wealth Management’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 		$143 Hold
1
– – ﹤0.01% 1322
2026
Q1 		$100 Buy
+1
New +$143 ﹤0.01% 1285
2017
Q1 		– Sell
-1
Closed -$40 – 583
2016
Q4 		$40 Hold
1
– – ﹤0.01% 880
2016
Q3 		$34 Buy
+1
New +$34 ﹤0.01% 868
2016
Q2 		– Hold
0
– – – 863

Other funds holding HRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Raffa Wealth Management's HRI Position: Q2 2026 in Review

Raffa Wealth Management held its Herc Holdings (HRI) position steady in Q2 2026 at 1 share worth $143. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

Raffa Wealth Management first reported a position in HRI in Q3 2016 and has held it in 4 quarters since. 313 funds tracked by Wall St. Rank hold HRI as of Q2 2026.

  • Raffa Wealth Management held 1 share of Herc Holdings worth $143 as of Q2 2026.
  • Raffa Wealth Management left its Herc Holdings share count unchanged in Q2 2026.
  • Herc Holdings made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1322 holding.
  • Raffa Wealth Management first reported a position in Herc Holdings in Q3 2016 and has held it in 4 quarters since.
  • 313 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.