Root Financial Partners
HTZ icon

Root Financial Partners’s Hertz HTZ Stock Holding History

Root Financial Partners’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
Q3 		$3.02K Buy
+1,809
New +$3.6K ﹤0.01% 2442
2026
Q2 		– Sell
-2,016
Closed -$9.29K – 1660
2026
Q1 		$9.29K Buy
2,016
+207
+11% +$1K ﹤0.01% 1717
2025
Q4 		$9.3K Hold
1,809
– – ﹤0.01% 1527
2025
Q3 		$12.3K Buy
+1,809
New +$11.6K ﹤0.01% 1368

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Geode Capital Management
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State Street
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Sculptor Capital
Sculptor Capital New York $10.4B AUM 27.51% 1-Year Est. Return
Quinn Opportunity Partners
Quinn Opportunity Partners Charlottesville, Virginia $1.85B AUM 1.27% 1-Year Est. Return

Root Financial Partners's HTZ Position: Q3 2026 in Review

Root Financial Partners opened a new position in Hertz (HTZ) in Q3 2026: 1,809 shares worth $3.02K. The stake represents ﹤0.01% of the portfolio and ranks #2442 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HTZ as recently as Q1 2026.

Root Financial Partners first reported a position in HTZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.3K in Q3 2025. 175 funds tracked by Wall St. Rank hold HTZ as of Q3 2026.

  • Root Financial Partners held 1,809 shares of Hertz worth $3.02K as of Q3 2026.
  • Hertz was a new Root Financial Partners position in Q3 2026.
  • Hertz made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2442 holding.
  • Root Financial Partners first reported a position in Hertz in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Hertz position peaked at $12.3K in Q3 2025.
  • 175 funds tracked by Wall St. Rank held Hertz as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.