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True Wealth Design’s Federated Hermes FHI Stock Holding History

True Wealth Design’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 		$387 Hold
7
– – ﹤0.01% 2289
2026
Q1 		$397 Hold
7
– – ﹤0.01% 2132
2025
Q4 		$365 Buy
7
+4
+133% +$203 ﹤0.01% 2058
2025
Q3 		$156 Hold
3
– – ﹤0.01% 2358
2025
Q2 		$133 Buy
3
+2
+200% +$82 ﹤0.01% 2169
2025
Q1 		$41 Buy
+1
New +$39 ﹤0.01% 2433

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

True Wealth Design's FHI Position: Q2 2026 in Review

True Wealth Design held its Federated Hermes (FHI) position steady in Q2 2026 at 7 shares worth $387. The position accounts for ﹤0.01% of the portfolio, ranked #2289.

True Wealth Design first reported a position in FHI in Q1 2025 and has held it in 6 quarters since. The position peaked at $397 in Q1 2026. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • True Wealth Design held 7 shares of Federated Hermes worth $387 as of Q2 2026.
  • True Wealth Design left its Federated Hermes share count unchanged in Q2 2026.
  • Federated Hermes made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2289 holding.
  • True Wealth Design first reported a position in Federated Hermes in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Federated Hermes position peaked at $397 in Q1 2026.
  • 391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.