EWP
FHI icon

Elevation Wealth Partners’s Federated Hermes FHI Stock Holding History

Elevation Wealth Partners’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 		$2.87K Hold
52
– – ﹤0.01% 1138
2026
Q1 		$2.95K Buy
+52
New +$2.85K ﹤0.01% 836

Other funds holding FHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Elevation Wealth Partners's FHI Position: Q2 2026 in Review

Elevation Wealth Partners held its Federated Hermes (FHI) position steady in Q2 2026 at 52 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

Elevation Wealth Partners first reported a position in FHI in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.95K in Q1 2026. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Elevation Wealth Partners held 52 shares of Federated Hermes worth $2.87K as of Q2 2026.
  • Elevation Wealth Partners left its Federated Hermes share count unchanged in Q2 2026.
  • Federated Hermes made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1138 holding.
  • Elevation Wealth Partners first reported a position in Federated Hermes in Q1 2026 and has held it in 2 quarters since.
  • Elevation Wealth Partners's Federated Hermes position peaked at $2.95K in Q1 2026.
  • 390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.