DiNuzzo Private Wealth’s Federated Hermes FHI Stock Holding History

DiNuzzo Private Wealth’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 Q2	$1.33K	Hold	24	–	–	﹤0.01%	808
2026 Q1	$1.36K	Hold	24	–	–	﹤0.01%	779
2025 Q4	$1.25K	Hold	24	–	–	﹤0.01%	813
2025 Q3	$1.27K	Buy	24 +1	+4%	+$51	﹤0.01%	796
2025 Q2	$1.02K	Buy	23 +1	+5%	+$41	﹤0.01%	850
2025 Q1	$897	Buy	22 +2	+10%	+$78	﹤0.01%	862
2024 Q4	$823	Hold	20	–	–	﹤0.01%	909
2024 Q3	$736	Hold	20	–	–	﹤0.01%	972
2024 Q2	$658	Buy	20 +1	+5%	+$34	﹤0.01%	942
2024 Q1	$687	Hold	19	–	–	﹤0.01%	864
2023 Q4	$644	Buy	+19	New	+$619	﹤0.01%	887

Other funds holding FHI

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SDWMA

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

DiNuzzo Private Wealth's FHI Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Federated Hermes (FHI) position steady in Q2 2026 at 24 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

DiNuzzo Private Wealth first reported a position in FHI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.36K in Q1 2026. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

DiNuzzo Private Wealth held 24 shares of Federated Hermes worth $1.33K as of Q2 2026.
DiNuzzo Private Wealth left its Federated Hermes share count unchanged in Q2 2026.
Federated Hermes made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #808 holding.
DiNuzzo Private Wealth first reported a position in Federated Hermes in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's Federated Hermes position peaked at $1.36K in Q1 2026.
390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.