Horizon Investments’s Federated Hermes FHI Stock Holding History

Horizon Investments’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	$2.37M	Buy	43,141 +931	+2%	+$52.6K	0.03%	480
2026 Q1	$2.38M	Buy	42,210 +11,620	+38%	+$636K	0.03%	440
2025 Q4	$1.59M	Sell	30,590 -9,486	-24%	-$482K	0.02%	526
2025 Q3	$2.07M	Buy	40,076 +2,308	+6%	+$117K	0.03%	460
2025 Q2	$1.66M	Buy	+37,768	New	+$1.55M	0.03%	436
2020 Q1	–	Sell	-7,049	Closed	-$230K	–	362
2019 Q4	$230K	Buy	+7,049	New	+$230K	0.01%	490
2018 Q2	–	Sell	-20,080	Closed	-$671K	–	251
2018 Q1	$671K	Buy	+20,080	New	+$682K	0.03%	140

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

Horizon Investments's FHI Position: Q2 2026 in Review

Horizon Investments increased its Federated Hermes (FHI) stake by 2.2% in Q2 2026, buying an estimated $52.6K and bringing the position to 43,141 shares worth $2.37M. The position accounts for 0.03% of the portfolio, ranked #480.

Horizon Investments first reported a position in FHI in Q1 2018 and has held it in 7 quarters since. The position peaked at $2.38M in Q1 2026. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Horizon Investments held 43,141 shares of Federated Hermes worth $2.37M as of Q2 2026.
Horizon Investments bought 931 Federated Hermes shares in Q2 2026, an estimated $52.6K.
Federated Hermes made up 0.03% of Horizon Investments's portfolio in Q2 2026, its #480 holding.
Horizon Investments first reported a position in Federated Hermes in Q1 2018 and has held it in 7 quarters since.
Horizon Investments's Federated Hermes position peaked at $2.38M in Q1 2026.
390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.