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Outlook Wealth Advisors’s Federated Hermes FHI Stock Holding History

Outlook Wealth Advisors’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 		$325K Sell
5,883
-10
-0.2% -$565 0.07% 241
2026
Q1 		$334K Buy
5,893
+31
+0.5% +$1.7K 0.08% 230
2025
Q4 		$305K Buy
5,862
+33
+0.6% +$1.68K 0.07% 238
2025
Q3 		$303K Buy
+5,829
New +$296K 0.08% 228

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

Outlook Wealth Advisors's FHI Position: Q2 2026 in Review

Outlook Wealth Advisors reduced its Federated Hermes (FHI) stake by 0.17% in Q2 2026, selling an estimated $565 and leaving 5,883 shares worth $325K. The position accounts for 0.07% of the portfolio, ranked #241.

Outlook Wealth Advisors first reported a position in FHI in Q3 2025 and has held it in 4 quarters since. The position peaked at $334K in Q1 2026. 392 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Outlook Wealth Advisors held 5,883 shares of Federated Hermes worth $325K as of Q2 2026.
  • Outlook Wealth Advisors sold 10 Federated Hermes shares in Q2 2026, an estimated $565.
  • Federated Hermes made up 0.07% of Outlook Wealth Advisors's portfolio in Q2 2026, its #241 holding.
  • Outlook Wealth Advisors first reported a position in Federated Hermes in Q3 2025 and has held it in 4 quarters since.
  • Outlook Wealth Advisors's Federated Hermes position peaked at $334K in Q1 2026.
  • 392 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.