Contravisory Investment Management’s Federated Hermes FHI Stock Holding History

Contravisory Investment Management’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
2025 Q4	–	Sell	-225	Closed	-$11.7K	–	388
2025 Q3	$11.7K	Hold	225	–	–	﹤0.01%	343
2025 Q2	$9.97K	Hold	225	–	–	﹤0.01%	335
2025 Q1	$9.17K	Hold	225	–	–	﹤0.01%	340
2024 Q4	$9.25K	Buy	+225	New	+$9.09K	﹤0.01%	323
2023 Q3	–	Sell	-425	Closed	-$15.2K	–	345
2023 Q2	$15.2K	Hold	425	–	–	﹤0.01%	254
2023 Q1	$17.1K	Buy	425 +271	+176%	+$10.6K	﹤0.01%	253
2022 Q4	$5.59K	Hold	154	–	–	﹤0.01%	277
2022 Q3	$5K	Hold	154	–	–	﹤0.01%	276
2022 Q2	$5K	Hold	154	–	–	﹤0.01%	279
2022 Q1	$5K	Buy	+154	New	+$5.24K	﹤0.01%	296

Other funds holding FHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Contravisory Investment Management's FHI Position: Q4 2025 in Review

Contravisory Investment Management sold out of Federated Hermes (FHI) in Q4 2025, closing a stake of 225 shares — an estimated $11.7K sold.

Contravisory Investment Management first reported a position in FHI in Q1 2022 and held it in 10 quarters. The position peaked at $17.1K in Q1 2023. 382 funds tracked by Wall St. Rank hold FHI as of Q4 2025.

Contravisory Investment Management reported no remaining Federated Hermes position as of Q4 2025 after selling out during the quarter.
Contravisory Investment Management sold 225 Federated Hermes shares in Q4 2025, an estimated $11.7K.
Contravisory Investment Management first reported a position in Federated Hermes in Q1 2022 and held it in 10 quarters.
Contravisory Investment Management's Federated Hermes position peaked at $17.1K in Q1 2023.
382 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2025.

Based on Contravisory Investment Management's 13F filing for Q4 2025, filed 12 Jan 2026.