Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Federated Hermes FHI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FHI Stock Details FHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$399K Buy
7,038
+500
+8% +$27.4K ﹤0.01% 2179
2025
Q4 		$340K Buy
6,538
+376
+6% +$19.1K ﹤0.01% 2180
2025
Q3 		$320K Buy
6,162
+1,512
+33% +$76.7K ﹤0.01% 2075
2025
Q2 		$206K Buy
4,650
+1,129
+32% +$46.4K ﹤0.01% 2148
2025
Q1 		$144K Buy
3,521
+612
+21% +$23.9K ﹤0.01% 2132
2024
Q4 		$120K Buy
2,909
+386
+15% +$15.6K ﹤0.01% 2164
2024
Q3 		$93K Buy
2,523
+1,079
+75% +$37K ﹤0.01% 2243
2024
Q2 		$47K Buy
1,444
+1,311
+986% +$44K ﹤0.01% 2506
2024
Q1 		$5K Buy
133
+46
+53% +$1.62K ﹤0.01% 3652
2023
Q4 		$3K Sell
87
-48
-36% -$1.56K ﹤0.01% 3690
2023
Q3 		$5K Sell
135
-100
-43% -$3.44K ﹤0.01% 3447
2023
Q2 		$8K Hold
235
– – ﹤0.01% 3197
2023
Q1 		$9K Hold
235
– – ﹤0.01% 3003
2022
Q4 		$9K Buy
235
+72
+44% +$2.53K ﹤0.01% 2846
2022
Q3 		$5K Buy
163
+150
+1,154% +$5.12K ﹤0.01% 3060
2022
Q2 		$0 Buy
+13
New +$412 ﹤0.01% 3884
2022
Q1 		– Sell
-200
Closed -$8K – 3628
2021
Q4 		$8K Buy
+200
New +$6.94K ﹤0.01% 2477
2021
Q2 		$7K Hold
200
– – ﹤0.01% 2240
2021
Q1 		$7K Hold
200
– – ﹤0.01% 2240
2020
Q4 		$7K Hold
200
– – ﹤0.01% 2240
2020
Q3 		$7K Hold
200
– – ﹤0.01% 2239
2020
Q2 		$7K Hold
200
– – ﹤0.01% 2239
2020
Q1 		$7K Hold
200
– – ﹤0.01% 2239
2019
Q4 		$7K Hold
200
– – ﹤0.01% 2239
2019
Q3 		$7K Hold
200
– – ﹤0.01% 2238
2019
Q2 		$7K Hold
200
– – ﹤0.01% 2238
2019
Q1 		$7K Buy
+200
New +$5.55K ﹤0.01% 2238
2018
Q3 		– Sell
-41
Closed -$1K – 1887
2018
Q2 		$1K Buy
+41
New +$1.1K ﹤0.01% 1514

Other funds holding FHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FHI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Federated Hermes (FHI) stake by 7.6% in Q1 2026, buying an estimated $27.4K and bringing the position to 7,038 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #2179.

Carson Wealth (CWM LLC) first reported a position in FHI in Q2 2018 and has held it in 28 quarters since. 400 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,038 shares of Federated Hermes worth $399K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 500 Federated Hermes shares in Q1 2026, an estimated $27.4K.
  • Federated Hermes made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2179 holding.
  • Carson Wealth (CWM LLC) first reported a position in Federated Hermes in Q2 2018 and has held it in 28 quarters since.
  • 400 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.