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Wealthspire Advisors (New York)’s Herc Holdings HRI Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-2,645
Closed -$263K – 1310
2026
Q1 		$263K Sell
2,645
-72
-3% -$10.3K ﹤0.01% 765
2025
Q4 		$403K Buy
2,717
+75
+3% +$10.3K ﹤0.01% 687
2025
Q3 		$308K Sell
2,642
-71
-3% -$9.16K ﹤0.01% 658
2025
Q2 		$357K Buy
+2,713
New +$329K ﹤0.01% 617

Other funds holding HRI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthspire Advisors (New York)'s HRI Position: Q2 2026 in Review

Wealthspire Advisors (New York) sold out of Herc Holdings (HRI) in Q2 2026, closing a stake of 2,645 shares — an estimated $263K sold.

Wealthspire Advisors (New York) first reported a position in HRI in Q2 2025 and held it in 4 quarters. The position peaked at $403K in Q4 2025. 337 funds tracked by Wall St. Rank hold HRI as of Q2 2026.

  • Wealthspire Advisors (New York) reported no remaining Herc Holdings position as of Q2 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 2,645 Herc Holdings shares in Q2 2026, an estimated $263K.
  • Wealthspire Advisors (New York) first reported a position in Herc Holdings in Q2 2025 and held it in 4 quarters.
  • Wealthspire Advisors (New York)'s Herc Holdings position peaked at $403K in Q4 2025.
  • 337 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.