Nebula Research & Development’s Federated Hermes FHI Stock Holding History

Nebula Research & Development’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 Q3	–	Sell	-88,828	Closed	-$3.94M	–	332
2025 Q2	$3.94M	Buy	88,828 +13,922	+19%	+$573K	0.34%	48
2025 Q1	$3.05M	Buy	74,906 +23,488	+46%	+$917K	0.28%	80
2024 Q4	$2.11M	Buy	51,418 +28,432	+124%	+$1.15M	0.25%	94
2024 Q3	$845K	Sell	22,986 -30,458	-57%	-$1.04M	0.1%	360
2024 Q2	$1.76M	Buy	53,444 +3,316	+7%	+$111K	0.28%	83
2024 Q1	$1.81M	Buy	50,128 +4,651	+10%	+$163K	0.39%	29
2023 Q4	$1.54M	Buy	45,477 +16,923	+59%	+$551K	0.46%	21
2023 Q3	$967K	Buy	28,554 +11,034	+63%	+$380K	0.51%	4
2023 Q2	$628K	Buy	+17,520	New	+$677K	0.48%	40

Other funds holding FHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

SDWMA

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

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

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

Nebula Research & Development's FHI Position: Q3 2025 in Review

Nebula Research & Development sold out of Federated Hermes (FHI) in Q3 2025, closing a stake of 88,828 shares — an estimated $3.94M sold.

Nebula Research & Development first reported a position in FHI in Q2 2023 and held it in 9 quarters. The position peaked at $3.94M in Q2 2025. 371 funds tracked by Wall St. Rank hold FHI as of Q3 2025.

Nebula Research & Development reported no remaining Federated Hermes position as of Q3 2025 after selling out during the quarter.
Nebula Research & Development sold 88,828 Federated Hermes shares in Q3 2025, an estimated $3.94M.
Nebula Research & Development first reported a position in Federated Hermes in Q2 2023 and held it in 9 quarters.
Nebula Research & Development's Federated Hermes position peaked at $3.94M in Q2 2025.
371 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2025.

Based on Nebula Research & Development's 13F filing for Q3 2025.