AWA
HIMS icon

Arete Wealth Advisors’s Hims & Hers Health HIMS Stock Holding History

Arete Wealth Advisors’s Portfolio HIMS Stock Details HIMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,185
Closed -$300K – 765
2025
Q1 		$300K Buy
+10,185
New +$378K 0.02% 531

Other funds holding HIMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Arete Wealth Advisors's HIMS Position: Q2 2025 in Review

Arete Wealth Advisors sold out of Hims & Hers Health (HIMS) in Q2 2025, closing a stake of 10,185 shares — an estimated $300K sold.

Arete Wealth Advisors first reported a position in HIMS in Q1 2025 and held it in 1 quarter. The position peaked at $300K in Q1 2025. 510 funds tracked by Wall St. Rank hold HIMS as of Q2 2025.

  • Arete Wealth Advisors reported no remaining Hims & Hers Health position as of Q2 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 10,185 Hims & Hers Health shares in Q2 2025, an estimated $300K.
  • Arete Wealth Advisors first reported a position in Hims & Hers Health in Q1 2025 and held it in 1 quarter.
  • Arete Wealth Advisors's Hims & Hers Health position peaked at $300K in Q1 2025.
  • 510 funds tracked by Wall St. Rank held Hims & Hers Health as of Q2 2025.

Based on Arete Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.