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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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SHP Wealth Management's FHI Position: Q1 2026 in Review

SHP Wealth Management reduced its Federated Hermes (FHI) stake by 8.2% in Q1 2026, selling an estimated $329 and leaving 67 shares worth $3.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

SHP Wealth Management first reported a position in FHI in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.8K in Q4 2025. 400 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

  • SHP Wealth Management held 67 shares of Federated Hermes worth $3.8K as of Q1 2026.
  • SHP Wealth Management sold 6 Federated Hermes shares in Q1 2026, an estimated $329.
  • Federated Hermes made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1135 holding.
  • SHP Wealth Management first reported a position in Federated Hermes in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Federated Hermes position peaked at $3.8K in Q4 2025.
  • 400 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.