Federated Hermes
ADV icon

Federated Hermes’s Advantage Solutions ADV Stock Holding History

Federated Hermes’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-317
Closed -$12K – 2056
2025
Q1 		$12K Hold
317
– – ﹤0.01% 1784
2024
Q4 		$23.2K Hold
317
– – ﹤0.01% 1757
2024
Q3 		$27.2K Sell
317
-410
-56% -$37.8K ﹤0.01% 1731
2024
Q2 		$58.5K Sell
727
-189
-21% -$17.6K ﹤0.01% 1608
2024
Q1 		$99.1K Sell
916
-20
-2% -$1.97K ﹤0.01% 1574
2023
Q4 		$84.7K Sell
936
-166
-15% -$11.8K ﹤0.01% 1597
2023
Q3 		$78.2K Hold
1,102
– – ﹤0.01% 1628
2023
Q2 		$64.4K Sell
1,102
-55,376
-98% -$2.37M ﹤0.01% 1650
2023
Q1 		$2.23M Buy
56,478
+5,702
+11% +$322K 0.01% 923
2022
Q4 		$2.64M Buy
50,776
+12,543
+33% +$788K 0.01% 835
2022
Q3 		$2.04M Buy
38,233
+10,853
+40% +$1M 0.01% 915
2022
Q2 		$2.6M Buy
+27,380
New +$3.31M 0.01% 860
2022
Q1 		– Hold
0
– -$1K – 2170
2021
Q4 		– Hold
0
– – – 2081

Other funds holding ADV

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
CMHI
CVC Management Holdings II St. Helier, Jersey $420M AUM 0.05% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AP
Atairos Partners Bryn Mawr, Pennsylvania $35.2M AUM 32.88% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes's ADV Position: Q2 2025 in Review

Federated Hermes sold out of Advantage Solutions (ADV) in Q2 2025, closing a stake of 317 shares — an estimated $12K sold.

Federated Hermes first reported a position in ADV in Q2 2022 and held it in 12 quarters. The position peaked at $2.64M in Q4 2022. 108 funds tracked by Wall St. Rank hold ADV as of Q2 2025.

  • Federated Hermes reported no remaining Advantage Solutions position as of Q2 2025 after selling out during the quarter.
  • Federated Hermes sold 317 Advantage Solutions shares in Q2 2025, an estimated $12K.
  • Federated Hermes first reported a position in Advantage Solutions in Q2 2022 and held it in 12 quarters.
  • Federated Hermes's Advantage Solutions position peaked at $2.64M in Q4 2022.
  • 108 funds tracked by Wall St. Rank held Advantage Solutions as of Q2 2025.

Based on Federated Hermes's 13F filing for Q2 2025, filed 13 Aug 2025.