Sound Income Strategies’s Hertz HTZ Stock Holding History

Sound Income Strategies’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	-271	Closed	-$1.4K	–	1323
2026 Q1	$1.4K	Hold	271	–	–	﹤0.01%	2234
2025 Q4	$1.51K	Buy	+271	New	+$1.48K	﹤0.01%	2206

Other funds holding HTZ

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sound Income Strategies's HTZ Position: Q2 2026 in Review

Sound Income Strategies sold out of Hertz (HTZ) in Q2 2026, closing a stake of 271 shares — an estimated $1.4K sold.

Sound Income Strategies first reported a position in HTZ in Q4 2025 and held it in 2 quarters. The position peaked at $1.51K in Q4 2025. 184 funds tracked by Wall St. Rank hold HTZ as of Q2 2026.

Sound Income Strategies reported no remaining Hertz position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 271 Hertz shares in Q2 2026, an estimated $1.4K.
Sound Income Strategies first reported a position in Hertz in Q4 2025 and held it in 2 quarters.
Sound Income Strategies's Hertz position peaked at $1.51K in Q4 2025.
184 funds tracked by Wall St. Rank held Hertz as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.