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Morningstar Investment Management’s Federated Hermes FHI Stock Holding History

Morningstar Investment 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 		$2.26M Hold
39,895
– – 0.14% 158
2026
Q1 		$2.26M Buy
39,895
+18,047
+83% +$988K 0.14% 156
2025
Q4 		$1.14M Hold
21,848
– – 0.07% 208
2025
Q3 		$1.14M Buy
+21,848
New +$1.11M 0.04% 327

Other funds holding FHI

SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
AOWM
Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Morningstar Investment Management's FHI Position: Q2 2026 in Review

Morningstar Investment Management held its Federated Hermes (FHI) position steady in Q2 2026 at 39,895 shares worth $2.26M. The position accounts for 0.14% of the portfolio, ranked #158.

Morningstar Investment Management first reported a position in FHI in Q3 2025 and has held it in 4 quarters since. 131 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Morningstar Investment Management held 39,895 shares of Federated Hermes worth $2.26M as of Q2 2026.
  • Morningstar Investment Management left its Federated Hermes share count unchanged in Q2 2026.
  • Federated Hermes made up 0.14% of Morningstar Investment Management's portfolio in Q2 2026, its #158 holding.
  • Morningstar Investment Management first reported a position in Federated Hermes in Q3 2025 and has held it in 4 quarters since.
  • 131 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.