NI
FHI icon

NDVR Inc’s Federated Hermes FHI Stock Holding History

NDVR Inc’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 		$304K Sell
5,841
-615
-10% -$31.2K 0.25% 54
2025
Q3 		$335K Sell
6,456
-171
-3% -$8.67K 0.28% 48
2025
Q2 		$294K Buy
6,627
+651
+11% +$26.8K 0.28% 60
2025
Q1 		$244K Buy
+5,976
New +$233K 0.25% 80

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NDVR Inc's FHI Position: Q4 2025 in Review

NDVR Inc reduced its Federated Hermes (FHI) stake by 9.5% in Q4 2025, selling an estimated $31.2K and leaving 5,841 shares worth $304K. The position accounts for 0.25% of the portfolio, ranked #54.

NDVR Inc first reported a position in FHI in Q1 2025 and has held it in 4 quarters since. The position peaked at $335K in Q3 2025. 382 funds tracked by Wall St. Rank hold FHI as of Q4 2025.

  • NDVR Inc held 5,841 shares of Federated Hermes worth $304K as of Q4 2025.
  • NDVR Inc sold 615 Federated Hermes shares in Q4 2025, an estimated $31.2K.
  • Federated Hermes made up 0.25% of NDVR Inc's portfolio in Q4 2025, its #54 holding.
  • NDVR Inc first reported a position in Federated Hermes in Q1 2025 and has held it in 4 quarters since.
  • NDVR Inc's Federated Hermes position peaked at $335K in Q3 2025.
  • 382 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2025.

Based on NDVR Inc's 13F filing for Q4 2025, filed 12 Feb 2026.