Sheets Smith Wealth Management’s Hertz HTZ Stock Holding History

Sheets Smith Wealth Management’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
2025 Q2	–	Sell	-25,650	Closed	-$101K	–	402
2025 Q1	$101K	Buy	25,650 +150	+0.6%	+$602	0.01%	348
2024 Q4	$93.3K	Sell	25,500 -800	-3%	-$2.89K	0.01%	371
2024 Q3	$86.8K	Hold	26,300	–	–	0.01%	364
2024 Q2	$92.8K	Buy	26,300 +12,796	+95%	+$65K	0.01%	367
2024 Q1	$106K	Buy	13,504 +2,565	+23%	+$21K	0.01%	368
2023 Q4	$114K	Buy	+10,939	New	+$106K	0.02%	338

Other funds holding HTZ

KCM

Knighthead Capital Management New York $1.18B AUM 54.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Sheets Smith Wealth Management's HTZ Position: Q2 2025 in Review

Sheets Smith Wealth Management sold out of Hertz (HTZ) in Q2 2025, closing a stake of 25,650 shares — an estimated $101K sold.

Sheets Smith Wealth Management first reported a position in HTZ in Q4 2023 and held it in 6 quarters. The position peaked at $114K in Q4 2023. 260 funds tracked by Wall St. Rank hold HTZ as of Q2 2025.

Sheets Smith Wealth Management reported no remaining Hertz position as of Q2 2025 after selling out during the quarter.
Sheets Smith Wealth Management sold 25,650 Hertz shares in Q2 2025, an estimated $101K.
Sheets Smith Wealth Management first reported a position in Hertz in Q4 2023 and held it in 6 quarters.
Sheets Smith Wealth Management's Hertz position peaked at $114K in Q4 2023.
260 funds tracked by Wall St. Rank held Hertz as of Q2 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.