Steward Partners Investment Advisory’s Hertz HTZ Stock Holding History

Steward Partners Investment Advisory’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 Q3	–	Sell	-10,000	Closed	-$68.3K	–	4312
2025 Q2	$68.3K	Buy	+10,000	New	+$62.4K	﹤0.01%	2312
2024 Q1	–	Sell	-775	Closed	-$8.05K	–	3611
2023 Q4	$8.05K	Sell	775 -6,225	-89%	-$60.1K	﹤0.01%	2792
2023 Q3	$85.8K	Buy	+7,000	New	+$117K	﹤0.01%	1650
2023 Q1	–	Sell	-1,500	Closed	-$23.1K	–	3359
2022 Q4	$23.1K	Sell	1,500 -500	-25%	-$8.42K	﹤0.01%	2178
2022 Q3	$33K	Hold	2,000	–	–	﹤0.01%	1977
2022 Q2	$32K	Sell	2,000 -400	-17%	-$7.89K	﹤0.01%	2002
2022 Q1	$53K	Buy	2,400 +2,000	+500%	+$42K	﹤0.01%	1883
2021 Q4	$10K	Buy	+400	New	+$9.57K	﹤0.01%	2592

Other funds holding HTZ

KCM

Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

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

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Steward Partners Investment Advisory's HTZ Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of Hertz (HTZ) in Q3 2025, closing a stake of 10,000 shares — an estimated $68.3K sold.

Steward Partners Investment Advisory first reported a position in HTZ in Q4 2021 and held it in 8 quarters. The position peaked at $85.8K in Q3 2023. 284 funds tracked by Wall St. Rank hold HTZ as of Q3 2025.

Steward Partners Investment Advisory reported no remaining Hertz position as of Q3 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 10,000 Hertz shares in Q3 2025, an estimated $68.3K.
Steward Partners Investment Advisory first reported a position in Hertz in Q4 2021 and held it in 8 quarters.
Steward Partners Investment Advisory's Hertz position peaked at $85.8K in Q3 2023.
284 funds tracked by Wall St. Rank held Hertz as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.