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RAFFA WEALTH MANAGEMENT, LLC’s Herc Holdings HRI Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$143 Hold
1
– – ﹤0.01% 1322
2026
Q1 		$100 Buy
+1
New +$143 ﹤0.01% 1285
2017
Q1 		– Sell
-1
Closed -$40 – 583
2016
Q4 		$40 Hold
1
– – ﹤0.01% 880
2016
Q3 		$34 Buy
+1
New +$34 ﹤0.01% 868
2016
Q2 		– Hold
0
– – – 863

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
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 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

RAFFA WEALTH MANAGEMENT, LLC's HRI Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Herc Holdings (HRI) position steady in Q2 2026 at 1 share worth $143. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in HRI in Q3 2016 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold HRI as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 1 share of Herc Holdings worth $143 as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC left its Herc Holdings share count unchanged in Q2 2026.
  • Herc Holdings made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1322 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Herc Holdings in Q3 2016 and has held it in 4 quarters since.
  • 58 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.