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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return