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Sage Investment Counsel’s Hertz HTZ Stock Holding History

Sage Investment Counsel’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
-96,540
Closed -$445K – 130
2026
Q1 		$445K Buy
96,540
+28,780
+42% +$139K 0.49% 60
2025
Q4 		$348K Sell
67,760
-11,650
-15% -$63.6K 0.38% 72
2025
Q3 		$540K Buy
79,410
+40,685
+105% +$261K 0.6% 53
2025
Q2 		$264K Buy
+38,725
New +$242K 0.31% 85

Other funds holding HTZ

CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sage Investment Counsel's HTZ Position: Q2 2026 in Review

Sage Investment Counsel sold out of Hertz (HTZ) in Q2 2026, closing a stake of 96,540 shares — an estimated $445K sold.

Sage Investment Counsel first reported a position in HTZ in Q2 2025 and held it in 4 quarters. The position peaked at $540K in Q3 2025. 64 funds tracked by Wall St. Rank hold HTZ as of Q2 2026.

  • Sage Investment Counsel reported no remaining Hertz position as of Q2 2026 after selling out during the quarter.
  • Sage Investment Counsel sold 96,540 Hertz shares in Q2 2026, an estimated $445K.
  • Sage Investment Counsel first reported a position in Hertz in Q2 2025 and held it in 4 quarters.
  • Sage Investment Counsel's Hertz position peaked at $540K in Q3 2025.
  • 64 funds tracked by Wall St. Rank held Hertz as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.