Bank of Montreal’s Hims & Hers Health HIMS Stock Holding History

Bank of Montreal’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
2026 Q2	$29M	Sell	836,000 -557,200	-40%	-$15M	0.01%	776
2026 Q1	$28.9M	Sell	1,393,200 -182,700	-12%	-$4.32M	0.01%	710
2025 Q4	$51.2M	Sell	1,575,900 -403,900	-20%	-$17.3M	0.02%	550
2025 Q3	$112M	Buy	1,979,800 +777,900	+65%	+$39.9M	0.04%	302
2025 Q2	$59.9M	Buy	1,201,900 +1,046,900	+675%	+$47.3M	0.03%	386
2025 Q1	$4.58M	Buy	155,000 +76,000	+96%	+$2.82M	﹤0.01%	1197
2024 Q4	$1.91M	Buy	+79,000	New	+$1.96M	﹤0.01%	1569
2024 Q3	–	Sell	-50,000	Closed	-$1.16M	–	4010
2024 Q2	$1.16M	Buy	+50,000	New	+$832K	﹤0.01%	1949

Other funds holding HIMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of Montreal's HIMS Position: Q2 2026 in Review

Bank of Montreal reduced its Hims & Hers Health (HIMS) stake by 29% in Q2 2026, selling an estimated $8.66M and leaving 776,464 shares worth $26.9M. The position accounts for 0.01% of the portfolio, ranked #798.

Bank of Montreal first reported a position in HIMS in Q1 2021 and has held it in 12 quarters since. The position peaked at $105M in Q3 2025. 506 funds tracked by Wall St. Rank hold HIMS as of Q2 2026.

Bank of Montreal held 776,464 shares of Hims & Hers Health worth $26.9M as of Q2 2026.
Bank of Montreal sold 322,532 Hims & Hers Health shares in Q2 2026, an estimated $8.66M.
Hims & Hers Health made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #798 holding.
Bank of Montreal first reported a position in Hims & Hers Health in Q1 2021 and has held it in 12 quarters since.
Bank of Montreal's Hims & Hers Health position peaked at $105M in Q3 2025.
506 funds tracked by Wall St. Rank held Hims & Hers Health as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.