Rothschild Investment LLC’s Herc Holdings HRI Stock Holding History

Rothschild Investment LLC’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	$3.73K	Buy	26 +9	+53%	+$1.16K	﹤0.01%	2440
2026 Q1	$1.69K	Sell	17 -27	-61%	-$3.85K	﹤0.01%	2629
2025 Q4	$6.53K	Buy	44 +11	+33%	+$1.51K	﹤0.01%	1751
2025 Q3	$3.85K	Sell	33 -13	-28%	-$1.68K	﹤0.01%	1826
2025 Q2	$6.06K	Sell	46 -10	-18%	-$1.21K	﹤0.01%	1415
2025 Q1	$7.52K	Buy	56 +21	+60%	+$3.58K	﹤0.01%	1267
2024 Q4	$6.63K	Buy	35 +4	+13%	+$807	﹤0.01%	1256
2024 Q3	$4.94K	Buy	31 +24	+343%	+$3.4K	﹤0.01%	1297
2024 Q2	$933	Buy	7 +4	+133%	+$591	﹤0.01%	1695
2024 Q1	$505	Buy	+3	New	+$457	﹤0.01%	1355

Other funds holding HRI

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

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Rothschild Investment LLC's HRI Position: Q2 2026 in Review

Rothschild Investment LLC increased its Herc Holdings (HRI) stake by 53% in Q2 2026, buying an estimated $1.16K and bringing the position to 26 shares worth $3.73K. The position accounts for ﹤0.01% of the portfolio, ranked #2440.

Rothschild Investment LLC first reported a position in HRI in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.52K in Q1 2025. 313 funds tracked by Wall St. Rank hold HRI as of Q2 2026.

Rothschild Investment LLC held 26 shares of Herc Holdings worth $3.73K as of Q2 2026.
Rothschild Investment LLC bought 9 Herc Holdings shares in Q2 2026, an estimated $1.16K.
Herc Holdings made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2440 holding.
Rothschild Investment LLC first reported a position in Herc Holdings in Q1 2024 and has held it in 10 quarters since.
Rothschild Investment LLC's Herc Holdings position peaked at $7.52K in Q1 2025.
313 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.