Yousif Capital Management
HTZ icon

Yousif Capital Management’s Hertz HTZ Stock Holding History

Yousif Capital Management’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 		$37.8K Sell
22,610
-24,404
-52% -$48.5K ﹤0.01% 1644
2026
Q2 		$106K Sell
47,014
-1,959
-4% -$10.7K ﹤0.01% 1643
2026
Q1 		$226K Buy
48,973
+155
+0.3% +$750 ﹤0.01% 1725
2025
Q4 		$263K Sell
48,818
-8,271
-14% -$45.2K ﹤0.01% 1686
2025
Q3 		$388K Sell
57,089
-13,159
-19% -$84.5K ﹤0.01% 1531
2025
Q2 		$480K Sell
70,248
-2,170
-3% -$13.5K 0.01% 1474
2025
Q1 		$285K Buy
72,418
+3,662
+5% +$14.7K ﹤0.01% 1670
2024
Q4 		$252K Buy
68,756
+5,825
+9% +$21.1K ﹤0.01% 1746
2024
Q3 		$208K Buy
62,931
+3,850
+7% +$13.5K ﹤0.01% 1848
2024
Q2 		$209K Sell
59,081
-3,142
-5% -$16K ﹤0.01% 1823
2024
Q1 		$487K Buy
62,223
+185
+0.3% +$1.52K 0.01% 1530
2023
Q4 		$645K Sell
62,038
-335
-0.5% -$3.24K 0.01% 1432
2023
Q3 		$764K Sell
62,373
-14,845
-19% -$248K 0.01% 1284
2023
Q2 		$1.42M Sell
77,218
-4,802
-6% -$78.7K 0.02% 964
2023
Q1 		$1.34M Buy
+82,020
New +$1.43M 0.02% 996

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
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 21.88% 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
CCM
Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return

Yousif Capital Management's HTZ Position: Q3 2026 in Review

Yousif Capital Management reduced its Hertz (HTZ) stake by 52% in Q3 2026, selling an estimated $48.5K and leaving 22,610 shares worth $37.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

Yousif Capital Management first reported a position in HTZ in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.42M in Q2 2023. 24 funds tracked by Wall St. Rank hold HTZ as of Q3 2026.

  • Yousif Capital Management held 22,610 shares of Hertz worth $37.8K as of Q3 2026.
  • Yousif Capital Management sold 24,404 Hertz shares in Q3 2026, an estimated $48.5K.
  • Hertz made up ﹤0.01% of Yousif Capital Management's portfolio in Q3 2026, its #1644 holding.
  • Yousif Capital Management first reported a position in Hertz in Q1 2023 and has held it in 15 quarters since.
  • Yousif Capital Management's Hertz position peaked at $1.42M in Q2 2023.
  • 24 funds tracked by Wall St. Rank held Hertz as of Q3 2026.

Based on Yousif Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.