Wealth Enhancement Advisory Services
HTZ icon

Wealth Enhancement Advisory Services’s Hertz HTZ Stock Holding History

Wealth Enhancement Advisory Services’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 		$37.5K Sell
19,149
-3,201
-14% -$6.37K ﹤0.01% 4073
2026
Q2 		$45.8K Buy
22,350
+12,087
+118% +$66K ﹤0.01% 3932
2026
Q1 		$52.4K Sell
10,263
-779
-7% -$3.77K ﹤0.01% 3422
2025
Q4 		$62.3K Sell
11,042
-1,401
-11% -$7.65K ﹤0.01% 3514
2025
Q3 		$69.4K Buy
+12,443
New +$79.9K ﹤0.01% 3388
2024
Q3 		– Sell
-27,605
Closed -$97.4K – 2857
2024
Q2 		$97.4K Buy
27,605
+12,556
+83% +$63.8K ﹤0.01% 2411
2024
Q1 		$118K Buy
+15,049
New +$123K ﹤0.01% 2272

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
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Samalin Investment Counsel
Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.88% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Wealth Enhancement Advisory Services's HTZ Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Hertz (HTZ) stake by 14% in Q3 2026, selling an estimated $6.37K and leaving 19,149 shares worth $37.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4073.

Wealth Enhancement Advisory Services first reported a position in HTZ in Q1 2024 and has held it in 7 quarters since. The position peaked at $118K in Q1 2024. 26 funds tracked by Wall St. Rank hold HTZ as of Q3 2026.

  • Wealth Enhancement Advisory Services held 19,149 shares of Hertz worth $37.5K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 3,201 Hertz shares in Q3 2026, an estimated $6.37K.
  • Hertz made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #4073 holding.
  • Wealth Enhancement Advisory Services first reported a position in Hertz in Q1 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's Hertz position peaked at $118K in Q1 2024.
  • 26 funds tracked by Wall St. Rank held Hertz as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.