Rise Advisors’s Herc Holdings HRI Stock Holding History

Rise 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
2025 Q4	–	Sell	-78	Closed	-$9.12K	–	694
2025 Q3	$9.12K	Hold	78	–	–	﹤0.01%	1036
2025 Q2	$10.2K	Buy	78 +9	+13%	+$1.09K	﹤0.01%	982
2025 Q1	$9.31K	Sell	69 -5	-7%	-$852	﹤0.01%	1020
2024 Q4	$14K	Hold	74	–	–	0.01%	865
2024 Q3	$11.8K	Buy	74 +1	+1%	+$142	0.01%	967
2024 Q2	$9.78K	Hold	73	–	–	0.01%	1024
2024 Q1	$12.3K	Buy	+73	New	+$11.1K	0.01%	988

Other funds holding HRI

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CCM

Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Rise Advisors's HRI Position: Q4 2025 in Review

Rise Advisors sold out of Herc Holdings (HRI) in Q4 2025, closing a stake of 78 shares — an estimated $9.12K sold.

Rise Advisors first reported a position in HRI in Q1 2024 and held it in 7 quarters. The position peaked at $14K in Q4 2024. 313 funds tracked by Wall St. Rank hold HRI as of Q4 2025.

Rise Advisors reported no remaining Herc Holdings position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 78 Herc Holdings shares in Q4 2025, an estimated $9.12K.
Rise Advisors first reported a position in Herc Holdings in Q1 2024 and held it in 7 quarters.
Rise Advisors's Herc Holdings position peaked at $14K in Q4 2024.
313 funds tracked by Wall St. Rank held Herc Holdings as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.