SWM
FHI icon

SHP Wealth Management’s Federated Hermes FHI Stock Holding History

SHP Wealth 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 		$2.54K Sell
46
-21
-31% -$1.19K ﹤0.01% 1332
2026
Q1 		$3.8K Sell
67
-6
-8% -$329 ﹤0.01% 1135
2025
Q4 		$3.8K Buy
+73
New +$3.71K ﹤0.01% 1030

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

SHP Wealth Management's FHI Position: Q2 2026 in Review

SHP Wealth Management reduced its Federated Hermes (FHI) stake by 31% in Q2 2026, selling an estimated $1.19K and leaving 46 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

SHP Wealth Management first reported a position in FHI in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.8K in Q4 2025. 392 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • SHP Wealth Management held 46 shares of Federated Hermes worth $2.54K as of Q2 2026.
  • SHP Wealth Management sold 21 Federated Hermes shares in Q2 2026, an estimated $1.19K.
  • Federated Hermes made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1332 holding.
  • SHP Wealth Management first reported a position in Federated Hermes in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Federated Hermes position peaked at $3.8K in Q4 2025.
  • 392 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.