Envestnet Asset Management’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.42M | Sell |
43,788
-426
| -1% | -$24.1K | ﹤0.01% | 3015 |
|
|
2026
Q1 | $2.51M | Buy |
44,214
+8,764
| +25% | +$480K | ﹤0.01% | 2838 |
|
|
2025
Q4 | $1.85M | Sell |
35,450
-3,395
| -9% | -$172K | ﹤0.01% | 2890 |
|
|
2025
Q3 | $2.02M | Buy |
38,845
+10,541
| +37% | +$535K | ﹤0.01% | 2873 |
|
|
2025
Q2 | $1.25M | Buy |
28,304
+6,247
| +28% | +$257K | ﹤0.01% | 3138 |
|
|
2025
Q1 | $899K | Buy |
22,057
+837
| +4% | +$32.7K | ﹤0.01% | 3275 |
|
|
2024
Q4 | $872K | Buy |
21,220
+2,833
| +15% | +$114K | ﹤0.01% | 3256 |
|
|
2024
Q3 | $676K | Buy |
18,387
+2,421
| +15% | +$82.9K | ﹤0.01% | 3357 |
|
|
2024
Q2 | $525K | Sell |
15,966
-864
| -5% | -$29K | ﹤0.01% | 3431 |
|
|
2024
Q1 | $608K | Sell |
16,830
-5,947
| -26% | -$209K | ﹤0.01% | 3319 |
|
|
2023
Q4 | $771K | Buy |
22,777
+2,523
| +12% | +$82.2K | ﹤0.01% | 3092 |
|
|
2023
Q3 | $686K | Buy |
20,254
+5,354
| +36% | +$184K | ﹤0.01% | 3068 |
|
|
2023
Q2 | $534K | Buy |
14,900
+1,950
| +15% | +$75.4K | ﹤0.01% | 3165 |
|
|
2023
Q1 | $520K | Sell |
12,950
-6,110
| -32% | -$240K | ﹤0.01% | 3115 |
|
|
2022
Q4 | $692K | Buy |
19,060
+7,687
| +68% | +$270K | ﹤0.01% | 2901 |
|
|
2022
Q3 | $377K | Sell |
11,373
-185
| -2% | -$6.31K | ﹤0.01% | 3216 |
|
|
2022
Q2 | $367K | Sell |
11,558
-85
| -0.7% | -$2.69K | ﹤0.01% | 3242 |
|
|
2022
Q1 | $397K | Buy |
11,643
+1,100
| +10% | +$37.4K | ﹤0.01% | 3265 |
|
|
2021
Q4 | $396K | Sell |
10,543
-1,600
| -13% | -$55.5K | ﹤0.01% | 3224 |
|
|
2021
Q3 | $395K | Buy |
12,143
+73
| +0.6% | +$2.38K | ﹤0.01% | 3119 |
|
|
2021
Q2 | $409K | Sell |
12,070
-29,648
| -71% | -$944K | ﹤0.01% | 3103 |
|
|
2021
Q1 | $1.31M | Buy |
41,718
+2,972
| +8% | +$87.3K | ﹤0.01% | 2211 |
|
|
2020
Q4 | $1.12M | Buy |
38,746
+2,337
| +6% | +$62.2K | ﹤0.01% | 2139 |
|
|
2020
Q3 | $783K | Sell |
36,409
-8,824
| -20% | -$209K | ﹤0.01% | 2172 |
|
|
2020
Q2 | $1.07M | Buy |
45,233
+2,064
| +5% | +$45.7K | ﹤0.01% | 1923 |
|
|
2020
Q1 | $822K | Buy |
43,169
+26,211
| +155% | +$778K | ﹤0.01% | 1934 |
|
|
2019
Q4 | $553K | Sell |
16,958
-3,107
| -15% | -$101K | ﹤0.01% | 2398 |
|
|
2019
Q3 | $650K | Sell |
20,065
-1,265
| -6% | -$41.6K | ﹤0.01% | 2214 |
|
|
2019
Q2 | $693K | Sell |
21,330
-26,594
| -55% | -$840K | ﹤0.01% | 2183 |
|
|
2019
Q1 | $1.41M | Buy |
47,924
+1,937
| +4% | +$53.8K | ﹤0.01% | 1674 |
|
|
2018
Q4 | $1.22M | Buy |
+45,987
| New | +$1.14M | ﹤0.01% | 1612 |
|
|
2018
Q3 | – | Sell |
-18,919
| Closed | -$441K | – | 1704 |
|
|
2018
Q2 | $441K | Buy |
18,919
+70
| +0.4% | +$1.87K | ﹤0.01% | 1369 |
|
|
2018
Q1 | $627K | Sell |
18,849
-593
| -3% | -$20.1K | ﹤0.01% | 1116 |
|
|
2017
Q4 | $701K | Buy |
19,442
+801
| +4% | +$25.9K | ﹤0.01% | 1347 |
|
|
2017
Q3 | $552K | Sell |
18,641
-7,427
| -28% | -$209K | ﹤0.01% | 1415 |
|
|
2017
Q2 | $734K | Buy |
26,068
+8,698
| +50% | +$232K | ﹤0.01% | 1316 |
|
|
2017
Q1 | $457K | Sell |
17,370
-1,693
| -9% | -$45.3K | ﹤0.01% | 1566 |
|
|
2016
Q4 | $538K | Buy |
19,063
+1,285
| +7% | +$35.6K | ﹤0.01% | 1466 |
|
|
2016
Q3 | $527K | Sell |
17,778
-5,001
| -22% | -$157K | ﹤0.01% | 1542 |
|
|
2016
Q2 | $656K | Buy |
22,779
+84
| +0.4% | +$2.57K | ﹤0.01% | 1522 |
|
|
2016
Q1 | $655K | Buy |
22,695
+3,618
| +19% | +$95.2K | ﹤0.01% | 1516 |
|
|
2015
Q4 | $547K | Buy |
19,077
+1,913
| +11% | +$57.7K | ﹤0.01% | 1557 |
|
|
2015
Q3 | $496K | Buy |
+17,164
| New | +$550K | ﹤0.01% | 1604 |
|
|
2015
Q1 | – | Sell |
-46
| Closed | -$2K | – | 2158 |
|
|
2014
Q4 | $2K | Hold |
46
| – | – | ﹤0.01% | 2319 |
|
|
2014
Q3 | $1K | Buy |
46
+36
| +360% | +$1.08K | ﹤0.01% | 2606 |
|
|
2014
Q2 | $0 | Sell |
10
-78
| -89% | -$2.27K | ﹤0.01% | 2735 |
|
|
2014
Q1 | $3K | Buy |
88
+78
| +780% | +$2.19K | ﹤0.01% | 2205 |
|
|
2013
Q4 | $0 | Sell |
10
-28
| -74% | -$768 | ﹤0.01% | 2478 |
|
|
2013
Q3 | $1K | Sell |
38
-47
| -55% | -$1.34K | ﹤0.01% | 2268 |
|
|
2013
Q2 | $2K | Buy |
+85
| New | +$2.15K | ﹤0.01% | 2082 |
|
Other funds holding FHI
SDWMA
Envestnet Asset Management's FHI Position: Q2 2026 in Review
Envestnet Asset Management reduced its Federated Hermes (FHI) stake by 0.96% in Q2 2026, selling an estimated $24.1K and leaving 43,788 shares worth $2.42M. The position accounts for ﹤0.01% of the portfolio, ranked #3015.
Envestnet Asset Management first reported a position in FHI in Q2 2013 and has held it in 50 quarters since. The position peaked at $2.51M in Q1 2026. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.
- Envestnet Asset Management held 43,788 shares of Federated Hermes worth $2.42M as of Q2 2026.
- Envestnet Asset Management sold 426 Federated Hermes shares in Q2 2026, an estimated $24.1K.
- Federated Hermes made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3015 holding.
- Envestnet Asset Management first reported a position in Federated Hermes in Q2 2013 and has held it in 50 quarters since.
- Envestnet Asset Management's Federated Hermes position peaked at $2.51M in Q1 2026.
- 390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.