UBS AM’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.22M | Sell |
148,924
-4,645
| -3% | -$263K | ﹤0.01% | 1355 |
|
|
2026
Q1 | $8.71M | Sell |
153,569
-3,128
| -2% | -$171K | ﹤0.01% | 1259 |
|
|
2025
Q4 | $8.16M | Sell |
156,697
-159,370
| -50% | -$8.09M | ﹤0.01% | 1216 |
|
|
2025
Q3 | $16.4M | Buy |
316,067
+15,528
| +5% | +$787K | ﹤0.01% | 902 |
|
|
2025
Q2 | $13.3M | Buy |
300,539
+60,926
| +25% | +$2.51M | ﹤0.01% | 1217 |
|
|
2025
Q1 | $9.77M | Buy |
239,613
+24,960
| +12% | +$974K | ﹤0.01% | 1239 |
|
|
2024
Q4 | $8.82M | Buy |
214,653
+24,964
| +13% | +$1.01M | ﹤0.01% | 1310 |
|
|
2024
Q3 | $6.97M | Sell |
189,689
-22,785
| -11% | -$780K | ﹤0.01% | 1402 |
|
|
2024
Q2 | $6.99M | Buy |
212,474
+112,501
| +113% | +$3.77M | ﹤0.01% | 1305 |
|
|
2024
Q1 | $3.61M | Sell |
99,973
-6,027
| -6% | -$212K | ﹤0.01% | 1402 |
|
|
2023
Q4 | $3.59M | Sell |
106,000
-315
| -0.3% | -$10.3K | ﹤0.01% | 1410 |
|
|
2023
Q3 | $3.6M | Sell |
106,315
-6,288
| -6% | -$217K | ﹤0.01% | 1354 |
|
|
2023
Q2 | $4.52M | Hold |
112,603
| – | – | ﹤0.01% | 1279 |
|
|
2023
Q1 | $4.52M | Buy |
112,603
+2,494
| +2% | +$97.9K | ﹤0.01% | 1279 |
|
|
2022
Q4 | $4M | Buy |
110,109
+1,679
| +2% | +$58.9K | ﹤0.01% | 1242 |
|
|
2022
Q3 | $3.59M | Sell |
108,430
-27,148
| -20% | -$926K | ﹤0.01% | 1322 |
|
|
2022
Q2 | $4.31M | Sell |
135,578
-298
| -0.2% | -$9.44K | ﹤0.01% | 1263 |
|
|
2022
Q1 | $4.63M | Buy |
135,876
+21,009
| +18% | +$715K | ﹤0.01% | 1388 |
|
|
2021
Q4 | $4.32M | Sell |
114,867
-9,079
| -7% | -$315K | ﹤0.01% | 1487 |
|
|
2021
Q3 | $4.03M | Buy |
123,946
+17,113
| +16% | +$558K | ﹤0.01% | 1463 |
|
|
2021
Q2 | $3.62M | Buy |
106,833
+683
| +0.6% | +$21.7K | ﹤0.01% | 1537 |
|
|
2021
Q1 | $3.32M | Sell |
106,150
-1,770
| -2% | -$52K | ﹤0.01% | 1526 |
|
|
2020
Q4 | $3.12M | Sell |
107,920
-5,924
| -5% | -$158K | ﹤0.01% | 1499 |
|
|
2020
Q3 | $2.45M | Sell |
113,844
-4,756
| -4% | -$113K | ﹤0.01% | 1467 |
|
|
2020
Q2 | $2.81M | Sell |
118,600
-7,557
| -6% | -$167K | ﹤0.01% | 1382 |
|
|
2020
Q1 | $2.4M | Buy |
+126,157
| New | +$3.74M | ﹤0.01% | 1335 |
|
|
2019
Q4 | – | Sell |
-115,658
| Closed | -$3.75M | – | 2632 |
|
|
2019
Q3 | $3.75M | Buy |
115,658
+11,103
| +11% | +$365K | ﹤0.01% | 1321 |
|
|
2019
Q2 | $3.4M | Buy |
104,555
+11,283
| +12% | +$356K | ﹤0.01% | 1358 |
|
|
2019
Q1 | $2.73M | Buy |
93,272
+6,230
| +7% | +$173K | ﹤0.01% | 1375 |
|
|
2018
Q4 | $2.31M | Buy |
87,042
+16,702
| +24% | +$415K | ﹤0.01% | 1379 |
|
|
2018
Q3 | $1.7M | Hold |
70,340
| – | – | ﹤0.01% | 1563 |
|
|
2018
Q2 | $1.64M | Sell |
70,340
-59,130
| -46% | -$1.58M | ﹤0.01% | 1590 |
|
|
2018
Q1 | $4.32M | Buy |
129,470
+2,720
| +2% | +$92.4K | ﹤0.01% | 1194 |
|
|
2017
Q4 | $4.57M | Buy |
126,750
+23,898
| +23% | +$774K | ﹤0.01% | 1153 |
|
|
2017
Q3 | $3.05M | Buy |
102,852
+16,230
| +19% | +$456K | ﹤0.01% | 1252 |
|
|
2017
Q2 | $2.45M | Buy |
86,622
+13,067
| +18% | +$349K | ﹤0.01% | 1285 |
|
|
2017
Q1 | $1.94M | Buy |
73,555
+10,508
| +17% | +$281K | ﹤0.01% | 1359 |
|
|
2016
Q4 | $1.78M | Sell |
63,047
-26,215
| -29% | -$726K | ﹤0.01% | 1337 |
|
|
2016
Q3 | $2.65M | Buy |
89,262
+700
| +0.8% | +$21.9K | ﹤0.01% | 1270 |
|
|
2016
Q2 | $2.55M | Buy |
88,562
+12,231
| +16% | +$374K | ﹤0.01% | 1268 |
|
|
2016
Q1 | $2.2M | Sell |
76,331
-9,378
| -11% | -$247K | ﹤0.01% | 1326 |
|
|
2015
Q4 | $2.46M | Buy |
85,709
+6,643
| +8% | +$200K | ﹤0.01% | 1349 |
|
|
2015
Q3 | $2.29M | Buy |
79,066
+19,941
| +34% | +$639K | ﹤0.01% | 1360 |
|
|
2015
Q2 | $1.98M | Buy |
59,125
+4,000
| +7% | +$138K | ﹤0.01% | 1405 |
|
|
2015
Q1 | $1.87M | Buy |
55,125
+1,800
| +3% | +$59.7K | ﹤0.01% | 1391 |
|
|
2014
Q4 | $1.76M | Buy |
53,325
+2,600
| +5% | +$80.4K | ﹤0.01% | 1378 |
|
|
2014
Q3 | $1.49M | Buy |
50,725
+2,200
| +5% | +$65.9K | ﹤0.01% | 1414 |
|
|
2014
Q2 | $1.5M | Buy |
48,525
+500
| +1% | +$14.5K | ﹤0.01% | 1435 |
|
|
2014
Q1 | $1.47M | Hold |
48,025
| – | – | ﹤0.01% | 1429 |
|
|
2013
Q4 | $1.38M | Sell |
48,025
-3,600
| -7% | -$98.7K | ﹤0.01% | 1403 |
|
|
2013
Q3 | $1.4M | Hold |
51,625
| – | – | ﹤0.01% | 1370 |
|
|
2013
Q2 | $1.42M | Buy |
+51,625
| New | +$1.31M | ﹤0.01% | 1330 |
|
Other funds holding FHI
SDWMA
UBS AM's FHI Position: Q2 2026 in Review
UBS AM reduced its Federated Hermes (FHI) stake by 3% in Q2 2026, selling an estimated $263K and leaving 148,924 shares worth $8.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1355.
UBS AM first reported a position in FHI in Q2 2013 and has held it in 52 quarters since. The position peaked at $16.4M in Q3 2025. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.
- UBS AM held 148,924 shares of Federated Hermes worth $8.22M as of Q2 2026.
- UBS AM sold 4,645 Federated Hermes shares in Q2 2026, an estimated $263K.
- Federated Hermes made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1355 holding.
- UBS AM first reported a position in Federated Hermes in Q2 2013 and has held it in 52 quarters since.
- UBS AM's Federated Hermes position peaked at $16.4M in Q3 2025.
- 390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.
Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.