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Meritage Portfolio Management’s Federated Hermes FHI Stock Holding History

Meritage Portfolio Management’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
2025
Q4 		$971K Sell
18,645
-1,905
-9% -$96.7K 0.06% 180
2025
Q3 		$1.07M Sell
20,550
-3,422
-14% -$174K 0.07% 181
2025
Q2 		$1.06M Buy
23,972
+1,008
+4% +$41.5K 0.07% 185
2025
Q1 		$936K Buy
22,964
+11,523
+101% +$450K 0.06% 194
2024
Q4 		$470K Buy
11,441
+1,261
+12% +$50.9K 0.03% 256
2024
Q3 		$374K Buy
10,180
+870
+9% +$29.8K 0.02% 283
2024
Q2 		$306K Sell
9,310
-7
-0.1% -$235 0.02% 292
2024
Q1 		$337K Buy
+9,317
New +$327K 0.02% 284
2021
Q4 		– Sell
-82,948
Closed -$2.7M – 340
2021
Q3 		$2.7M Sell
82,948
-316
-0.4% -$10.3K 0.16% 140
2021
Q2 		$2.82M Buy
83,264
+470
+0.6% +$15K 0.17% 151
2021
Q1 		$2.59M Sell
82,794
-7,200
-8% -$212K 0.17% 152
2020
Q4 		$2.6M Sell
89,994
-2,881
-3% -$76.7K 0.19% 151
2020
Q3 		$2M Buy
+92,875
New +$2.2M 0.18% 149
2018
Q1 		– Sell
-163,039
Closed -$5.88M – 206
2017
Q4 		$5.88M Sell
163,039
-3,350
-2% -$109K 0.56% 71
2017
Q3 		$4.94M Sell
166,389
-4,443
-3% -$125K 0.48% 95
2017
Q2 		$4.83M Sell
170,832
-2,603
-2% -$69.5K 0.5% 97
2017
Q1 		$4.57M Sell
173,435
-9,860
-5% -$264K 0.48% 100
2016
Q4 		$5.18M Buy
+183,295
New +$5.08M 0.57% 79

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Meritage Portfolio Management's FHI Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Federated Hermes (FHI) stake by 9.3% in Q4 2025, selling an estimated $96.7K and leaving 18,645 shares worth $971K. The position accounts for 0.06% of the portfolio, ranked #180.

Meritage Portfolio Management first reported a position in FHI in Q4 2016 and has held it in 18 quarters since. The position peaked at $5.88M in Q4 2017. 382 funds tracked by Wall St. Rank hold FHI as of Q4 2025.

  • Meritage Portfolio Management held 18,645 shares of Federated Hermes worth $971K as of Q4 2025.
  • Meritage Portfolio Management sold 1,905 Federated Hermes shares in Q4 2025, an estimated $96.7K.
  • Federated Hermes made up 0.06% of Meritage Portfolio Management's portfolio in Q4 2025, its #180 holding.
  • Meritage Portfolio Management first reported a position in Federated Hermes in Q4 2016 and has held it in 18 quarters since.
  • Meritage Portfolio Management's Federated Hermes position peaked at $5.88M in Q4 2017.
  • 382 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.