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Vise Technologies’s Federated Hermes FHI Stock Holding History

Vise Technologies’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 		$653K Sell
11,830
-469
-4% -$26.5K 0.01% 1010
2026
Q1 		$640K Hold
12,299
– – 0.01% 756
2025
Q4 		$640K Sell
12,299
-4,161
-25% -$211K 0.01% 761
2025
Q3 		$855K Buy
16,460
+191
+1% +$9.69K 0.03% 471
2025
Q2 		$721K Buy
+16,269
New +$669K 0.03% 521
2024
Q4 		$615K Buy
14,954
+110
+0.7% +$4.44K 0.05% 365
2024
Q3 		$546K Sell
14,844
-4,743
-24% -$162K 0.07% 271
2024
Q2 		$644K Buy
19,587
+2,158
+12% +$72.4K 0.11% 185
2024
Q1 		$630K Buy
17,429
+5,506
+46% +$193K 0.12% 167
2023
Q4 		$404K Buy
11,923
+3,467
+41% +$113K 0.09% 219
2023
Q3 		$286K Buy
8,456
+655
+8% +$22.6K 0.07% 249
2023
Q2 		$280K Sell
7,801
-2,441
-24% -$94.4K 0.07% 260
2023
Q1 		$411K Buy
10,242
+1,029
+11% +$40.4K 0.11% 195
2022
Q4 		$335K Buy
9,213
+638
+7% +$22.4K 0.1% 213
2022
Q3 		$284K Buy
8,575
+1,563
+22% +$53.3K 0.11% 216
2022
Q2 		$223K Buy
+7,012
New +$222K 0.09% 259

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

Vise Technologies's FHI Position: Q2 2026 in Review

Vise Technologies reduced its Federated Hermes (FHI) stake by 3.8% in Q2 2026, selling an estimated $26.5K and leaving 11,830 shares worth $653K. The position accounts for 0.01% of the portfolio, ranked #1010.

Vise Technologies first reported a position in FHI in Q2 2022 and has held it in 16 quarters since. The position peaked at $855K in Q3 2025. 392 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Vise Technologies held 11,830 shares of Federated Hermes worth $653K as of Q2 2026.
  • Vise Technologies sold 469 Federated Hermes shares in Q2 2026, an estimated $26.5K.
  • Federated Hermes made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #1010 holding.
  • Vise Technologies first reported a position in Federated Hermes in Q2 2022 and has held it in 16 quarters since.
  • Vise Technologies's Federated Hermes position peaked at $855K in Q3 2025.
  • 392 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.