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True Wealth Design’s Hertz HTZ Stock Holding History

True Wealth Design’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
Q3 		– Sell
-218
Closed -$494 – 2671
2026
Q2 		$494 Buy
+218
New +$1.19K ﹤0.01% 2207
2025
Q4 		– Sell
-37
Closed -$252 – 2679
2025
Q3 		$252 Buy
+37
New +$238 ﹤0.01% 2243

Other funds holding HTZ

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

True Wealth Design's HTZ Position: Q3 2026 in Review

True Wealth Design sold out of Hertz (HTZ) in Q3 2026, closing a stake of 218 shares — an estimated $494 sold.

True Wealth Design first reported a position in HTZ in Q3 2025 and held it in 2 quarters. The position peaked at $494 in Q2 2026. 12 funds tracked by Wall St. Rank hold HTZ as of Q3 2026.

  • True Wealth Design reported no remaining Hertz position as of Q3 2026 after selling out during the quarter.
  • True Wealth Design sold 218 Hertz shares in Q3 2026, an estimated $494.
  • True Wealth Design first reported a position in Hertz in Q3 2025 and held it in 2 quarters.
  • True Wealth Design's Hertz position peaked at $494 in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Hertz as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.