Measured Wealth Private Client Group’s Federated Hermes FHI Stock Holding History

Measured Wealth Private Client Group’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	$810K	Buy	14,664 +1,555	+12%	+$87.9K	0.2%	79
2026 Q1	$743K	Buy	13,109 +97	+0.7%	+$5.31K	0.2%	75
2025 Q4	$678K	Buy	13,012 +1,182	+10%	+$60K	0.18%	75
2025 Q3	$614K	Buy	+11,830	New	+$600K	0.17%	82

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

Measured Wealth Private Client Group's FHI Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its Federated Hermes (FHI) stake by 12% in Q2 2026, buying an estimated $87.9K and bringing the position to 14,664 shares worth $810K. The position accounts for 0.2% of the portfolio, ranked #79.

Measured Wealth Private Client Group first reported a position in FHI in Q3 2025 and has held it in 4 quarters since. 392 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Measured Wealth Private Client Group held 14,664 shares of Federated Hermes worth $810K as of Q2 2026.
Measured Wealth Private Client Group bought 1,555 Federated Hermes shares in Q2 2026, an estimated $87.9K.
Federated Hermes made up 0.2% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #79 holding.
Measured Wealth Private Client Group first reported a position in Federated Hermes in Q3 2025 and has held it in 4 quarters since.
392 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.