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Bartlett & Co Wealth Management’s Hims & Hers Health HIMS Stock Holding History

Bartlett & Co Wealth Management’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
Q1 		$5.45K Buy
200
+172
+614% +$4.06K ﹤0.01% 1007
2025
Q4 		$901 Buy
+28
New +$1.2K ﹤0.01% 1150
2025
Q1 		– Sell
-27
Closed -$653 – 1248
2024
Q4 		$653 Hold
27
– – ﹤0.01% 1087
2024
Q3 		$497 Hold
27
– – ﹤0.01% 1093
2024
Q2 		$545 Buy
+27
New +$449 ﹤0.01% 1100

Other funds holding HIMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bartlett & Co Wealth Management's HIMS Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Hims & Hers Health (HIMS) stake by 614% in Q1 2026, buying an estimated $4.06K and bringing the position to 200 shares worth $5.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Bartlett & Co Wealth Management first reported a position in HIMS in Q2 2024 and has held it in 5 quarters since. 434 funds tracked by Wall St. Rank hold HIMS as of Q1 2026.

  • Bartlett & Co Wealth Management held 200 shares of Hims & Hers Health worth $5.45K as of Q1 2026.
  • Bartlett & Co Wealth Management bought 172 Hims & Hers Health shares in Q1 2026, an estimated $4.06K.
  • Hims & Hers Health made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #1007 holding.
  • Bartlett & Co Wealth Management first reported a position in Hims & Hers Health in Q2 2024 and has held it in 5 quarters since.
  • 434 funds tracked by Wall St. Rank held Hims & Hers Health as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.