Wealthspire Advisors (New York)’s Hertz HTZ Stock Holding History

Wealthspire Advisors (New York)’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 Q4	–	Sell	-408	Closed	-$2.77K	–	1861
2025 Q3	$2.77K	Buy	+408	New	+$2.62K	﹤0.01%	2511

Other funds holding HTZ

KCM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

CWM

CIBC World Markets New York $20.8B AUM

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealthspire Advisors (New York)'s HTZ Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Hertz (HTZ) in Q4 2025, closing a stake of 408 shares — an estimated $2.77K sold.

Wealthspire Advisors (New York) first reported a position in HTZ in Q3 2025 and held it in 1 quarter. The position peaked at $2.77K in Q3 2025. 287 funds tracked by Wall St. Rank hold HTZ as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Hertz position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 408 Hertz shares in Q4 2025, an estimated $2.77K.
Wealthspire Advisors (New York) first reported a position in Hertz in Q3 2025 and held it in 1 quarter.
Wealthspire Advisors (New York)'s Hertz position peaked at $2.77K in Q3 2025.
287 funds tracked by Wall St. Rank held Hertz as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.