MWM
FHI icon

Moran Wealth Management’s Federated Hermes FHI Stock Holding History

Moran Wealth 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
2026
Q2 		– Sell
-3,873
Closed -$220K – 516
2026
Q1 		$220K Buy
+3,873
New +$212K 0.01% 459
2025
Q1 		– Sell
-72,427
Closed -$2.98M – 462
2024
Q4 		$2.98M Buy
72,427
+1,870
+3% +$75.5K 0.1% 227
2024
Q3 		$2.59M Buy
70,557
+2,386
+4% +$81.7K 0.08% 240
2024
Q2 		$2.24M Buy
68,171
+1,189
+2% +$39.9K 0.07% 246
2024
Q1 		$2.42M Buy
66,982
+3,537
+6% +$124K 0.08% 245
2023
Q4 		$2.15M Buy
63,445
+2,788
+5% +$90.8K 0.08% 247
2023
Q3 		$2.05M Buy
60,657
+1,590
+3% +$54.8K 0.08% 213
2023
Q2 		$2.12M Buy
59,067
+1,807
+3% +$69.8K 0.08% 221
2023
Q1 		$2.3M Buy
57,260
+10,805
+23% +$424K 0.09% 211
2022
Q4 		$1.69M Buy
+46,455
New +$1.63M 0.06% 221

Other funds holding FHI

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
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Moran Wealth Management's FHI Position: Q2 2026 in Review

Moran Wealth Management sold out of Federated Hermes (FHI) in Q2 2026, closing a stake of 3,873 shares — an estimated $220K sold.

Moran Wealth Management first reported a position in FHI in Q4 2022 and held it in 10 quarters. The position peaked at $2.98M in Q4 2024. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Moran Wealth Management reported no remaining Federated Hermes position as of Q2 2026 after selling out during the quarter.
  • Moran Wealth Management sold 3,873 Federated Hermes shares in Q2 2026, an estimated $220K.
  • Moran Wealth Management first reported a position in Federated Hermes in Q4 2022 and held it in 10 quarters.
  • Moran Wealth Management's Federated Hermes position peaked at $2.98M in Q4 2024.
  • 391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.