Physician Wealth Advisors’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
Other funds holding FHI
SDWMA
Physician Wealth Advisors's FHI Position: Q2 2026 in Review
Physician Wealth Advisors reduced its Federated Hermes (FHI) stake by 25% in Q2 2026, selling an estimated $2.43K and leaving 126 shares worth $6.96K. The position accounts for ﹤0.01% of the portfolio, ranked #978.
Physician Wealth Advisors first reported a position in FHI in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.58K in Q1 2026. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.
- Physician Wealth Advisors held 126 shares of Federated Hermes worth $6.96K as of Q2 2026.
- Physician Wealth Advisors sold 43 Federated Hermes shares in Q2 2026, an estimated $2.43K.
- Federated Hermes made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #978 holding.
- Physician Wealth Advisors first reported a position in Federated Hermes in Q1 2025 and has held it in 6 quarters since.
- Physician Wealth Advisors's Federated Hermes position peaked at $9.58K in Q1 2026.
- 391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.
Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.