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Creative Planning HRI Position History
Herc Holdings Inc. • Industrials
Quarters held
8
Latest value
$2.1M
Q3 2026
Peak value
$2.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $39K |
| Q3 2025 | $941K |
| Q4 2025 | $2.3M |
| Q1 2026 | $812K |
| Q2 2026 | $22K |
| Q2 2026 | $2.2M |
| Q3 2026 | $17K |
| Q3 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.1M | 16.8K | — | — |
| Q3 2026 | $17K | 138 | — | — |
| Q2 2026 | $2.2M | 15.2K | — | — |
| Q2 2026 | $22K | 154 | — | — |
| Q1 2026 | $812K | 8.2K | — | — |
| Q4 2025 | $2.3M | 15.7K | — | — |
| Q3 2025 | $941K | 8.1K | — | — |
| Q3 2025 | $39K | 334 | — | — |
Other funds holding HRI
$443.8M
$433.6M
$414.9M
$353.5M
$239.8M
$229.6M
$229.5M