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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
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

Other funds holding HTZ

KCM
Knighthead Capital Management New York $1.18B AUM 54.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GCM
Ghisallo Capital Management Boston, Massachusetts $5.1B AUM 39.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Root Financial Partners's HTZ Position: Q2 2026 in Review

Root Financial Partners sold out of Hertz (HTZ) in Q2 2026, closing a stake of 2,016 shares — an estimated $9.29K sold.

Root Financial Partners first reported a position in HTZ in Q3 2025 and held it in 3 quarters. The position peaked at $12.3K in Q3 2025. 288 funds tracked by Wall St. Rank hold HTZ as of Q2 2026.

  • Root Financial Partners reported no remaining Hertz position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,016 Hertz shares in Q2 2026, an estimated $9.29K.
  • Root Financial Partners first reported a position in Hertz in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Hertz position peaked at $12.3K in Q3 2025.
  • 288 funds tracked by Wall St. Rank held Hertz as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.