SageView Advisory Group’s Herc Holdings HRI Stock Holding History

SageView Advisory Group’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	$345K	Buy	2,407 +7	+0.3%	+$903	0.01%	455
2026 Q1	$239K	Sell	2,400 -22	-0.9%	-$3.14K	0.01%	528
2025 Q4	$359K	Sell	2,422 -2,378	-50%	-$326K	0.01%	430
2025 Q3	$560K	Hold	4,800	–	–	0.02%	365
2025 Q2	$719K	Hold	4,800	–	–	0.03%	296
2025 Q1	$644K	Hold	4,800	–	–	0.03%	292
2024 Q4	$909K	Sell	4,800 -900	-16%	-$182K	0.04%	234
2024 Q3	$909K	Hold	5,700	–	–	0.05%	213
2024 Q2	$760K	Buy	5,700 +1,894	+50%	+$280K	0.04%	265
2024 Q1	$287K	Sell	3,806 -2,194	-37%	-$334K	0.01%	426
2023 Q4	$914K	Buy	+6,000	New	+$734K	0.04%	274

Other funds holding HRI

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

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

CCM

Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 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

SageView Advisory Group's HRI Position: Q2 2026 in Review

SageView Advisory Group increased its Herc Holdings (HRI) stake by 0.29% in Q2 2026, buying an estimated $903 and bringing the position to 2,407 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #455.

SageView Advisory Group first reported a position in HRI in Q4 2023 and has held it in 11 quarters since. The position peaked at $914K in Q4 2023. 338 funds tracked by Wall St. Rank hold HRI as of Q2 2026.

SageView Advisory Group held 2,407 shares of Herc Holdings worth $345K as of Q2 2026.
SageView Advisory Group bought 7 Herc Holdings shares in Q2 2026, an estimated $903.
Herc Holdings made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #455 holding.
SageView Advisory Group first reported a position in Herc Holdings in Q4 2023 and has held it in 11 quarters since.
SageView Advisory Group's Herc Holdings position peaked at $914K in Q4 2023.
338 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.