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Salem Investment Counselors’s Herc Holdings HRI Stock Holding History

Salem Investment Counselors’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 		$3.32M Buy
23,136
+1,155
+5% +$149K 0.08% 139
2026
Q1 		$2.19M Sell
21,981
-140
-0.6% -$20K 0.06% 151
2025
Q4 		$3.28M Buy
22,121
+400
+2% +$54.8K 0.09% 124
2025
Q3 		$2.53M Buy
21,721
+95
+0.4% +$12.3K 0.07% 139
2025
Q2 		$2.85M Buy
21,626
+625
+3% +$75.9K 0.09% 127
2025
Q1 		$2.82M Sell
21,001
-125
-0.6% -$21.3K 0.1% 119
2024
Q4 		$4M Buy
21,126
+90
+0.4% +$18.2K 0.13% 100
2024
Q3 		$3.35M Buy
21,036
+15,061
+252% +$2.13M 0.1% 112
2024
Q2 		$796K Sell
5,975
-100
-2% -$14.8K 0.03% 219
2024
Q1 		$1.02M Hold
6,075
– – 0.03% 197
2023
Q4 		$905K Sell
6,075
-400
-6% -$49K 0.03% 192
2023
Q3 		$770K Hold
6,475
– – 0.03% 196
2023
Q2 		$886K Buy
6,475
+5,425
+517% +$601K 0.03% 187
2023
Q1 		$120K Sell
1,050
-8,300
-89% -$1.14M ﹤0.01% 393
2022
Q4 		$1.23M Buy
9,350
+8,630
+1,199% +$1.06M 0.05% 157
2022
Q3 		$75K Buy
720
+250
+53% +$27.8K ﹤0.01% 431
2022
Q2 		$42K Sell
470
-180
-28% -$21.6K ﹤0.01% 528
2022
Q1 		$109K Buy
+650
New +$103K ﹤0.01% 405

Other funds holding HRI

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Salem Investment Counselors's HRI Position: Q2 2026 in Review

Salem Investment Counselors increased its Herc Holdings (HRI) stake by 5.3% in Q2 2026, buying an estimated $149K and bringing the position to 23,136 shares worth $3.32M. The position accounts for 0.08% of the portfolio, ranked #139.

Salem Investment Counselors first reported a position in HRI in Q1 2022 and has held it in 18 quarters since. The position peaked at $4M in Q4 2024. 61 funds tracked by Wall St. Rank hold HRI as of Q2 2026.

  • Salem Investment Counselors held 23,136 shares of Herc Holdings worth $3.32M as of Q2 2026.
  • Salem Investment Counselors bought 1,155 Herc Holdings shares in Q2 2026, an estimated $149K.
  • Herc Holdings made up 0.08% of Salem Investment Counselors's portfolio in Q2 2026, its #139 holding.
  • Salem Investment Counselors first reported a position in Herc Holdings in Q1 2022 and has held it in 18 quarters since.
  • Salem Investment Counselors's Herc Holdings position peaked at $4M in Q4 2024.
  • 61 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.