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Bell Investment Advisors’s Hims & Hers Health HIMS Stock Holding History

Bell Investment 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
2026
Q1 		$2.24K Sell
108
-5
-4% -$118 ﹤0.01% 1294
2025
Q4 		$3.67K Buy
113
+13
+13% +$557 ﹤0.01% 1111
2025
Q3 		$5.67K Sell
100
-49
-33% -$2.51K ﹤0.01% 867
2025
Q2 		$7.43K Sell
149
-16
-10% -$723 ﹤0.01% 797
2025
Q1 		$4.88K Buy
165
+34
+26% +$1.26K ﹤0.01% 921
2024
Q4 		$3.17K Buy
131
+65
+98% +$1.61K ﹤0.01% 1146
2024
Q3 		$1.22K Sell
66
-37
-36% -$662 ﹤0.01% 1536
2024
Q2 		$2.08K Buy
103
+69
+203% +$1.15K ﹤0.01% 1335
2024
Q1 		$526 Buy
+34
New +$383 ﹤0.01% 1807

Other funds holding HIMS

BlackRock
BlackRock New York $5.7T 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 $6.95B 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 $1.47T 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 $564B AUM 30.12% 1-Year Est. Return