Avantax Advisory Services’s Hims & Hers Health HIMS Stock Holding History

Avantax Advisory Services’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	$1.06M	Sell	21,229 -100	-0.5%	-$4.52K	0.01%	1135
2025 Q1	$630K	Sell	21,329 -5,127	-19%	-$190K	﹤0.01%	1365
2024 Q4	$640K	Buy	26,456 +14,053	+113%	+$348K	﹤0.01%	1301
2024 Q3	$228K	Sell	12,403 -6,148	-33%	-$110K	﹤0.01%	1936
2024 Q2	$375K	Buy	18,551 +8,440	+83%	+$140K	﹤0.01%	1554
2024 Q1	$156K	Buy	+10,111	New	+$114K	﹤0.01%	1565

Other funds holding HIMS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Avantax Advisory Services's HIMS Position: Q2 2025 in Review

Avantax Advisory Services reduced its Hims & Hers Health (HIMS) stake by 0.47% in Q2 2025, selling an estimated $4.52K and leaving 21,229 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #1135.

Avantax Advisory Services first reported a position in HIMS in Q1 2024 and has held it in 6 quarters since. 510 funds tracked by Wall St. Rank hold HIMS as of Q2 2025.

Avantax Advisory Services held 21,229 shares of Hims & Hers Health worth $1.06M as of Q2 2025.
Avantax Advisory Services sold 100 Hims & Hers Health shares in Q2 2025, an estimated $4.52K.
Hims & Hers Health made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1135 holding.
Avantax Advisory Services first reported a position in Hims & Hers Health in Q1 2024 and has held it in 6 quarters since.
510 funds tracked by Wall St. Rank held Hims & Hers Health as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.