Back to HRI

Blue Zone Wealth Advisors, LLC → HRI

Blue Zone Wealth Advisors, LLC HRI Position History

Herc Holdings Inc. • Industrials

Quarters held
4
Latest value
$5.2M
Q3 2026
Peak value
$6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$927K
Q1 2026$4M
Q2 2026$6M
Q3 2026$5.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.2M41.7K——
Q2 2026$6M41.6K——
Q1 2026$4M40.3K——
Q4 2025$927K6.3K——

Other funds holding HRI

Other Blue Zone Wealth Advisors, LLC positions

QQQ

INVESCO QQQ TR

$44.1M
AMZN

AMAZON COM INC

$43.6M
QQQ

INVESCO QQQ TR

$43.1M
AMZN

AMAZON COM INC

$41.3M
NVDA

NVIDIA CORPORATION

$36.8M
MSFT

MICROSOFT CORP

$35.6M
AAPL

APPLE INC

$35M
SPCX

SPACE EXPLORATION TECHN CORP

$35M