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

Bernard 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
Q2 		$209 Sell
6
-100
-94% -$2.68K ﹤0.01% 315
2026
Q1 		$2.2K Hold
106
– – ﹤0.01% 286
2025
Q4 		$3.44K Buy
106
+6
+6% +$257 ﹤0.01% 260
2025
Q3 		$5.67K Hold
100
– – ﹤0.01% 234
2025
Q2 		$4.99K Buy
+100
New +$4.52K ﹤0.01% 235

Other funds holding HIMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bernard Wealth Management's HIMS Position: Q2 2026 in Review

Bernard Wealth Management reduced its Hims & Hers Health (HIMS) stake by 94% in Q2 2026, selling an estimated $2.68K and leaving 6 shares worth $209. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Bernard Wealth Management first reported a position in HIMS in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.67K in Q3 2025. 506 funds tracked by Wall St. Rank hold HIMS as of Q2 2026.

  • Bernard Wealth Management held 6 shares of Hims & Hers Health worth $209 as of Q2 2026.
  • Bernard Wealth Management sold 100 Hims & Hers Health shares in Q2 2026, an estimated $2.68K.
  • Hims & Hers Health made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #315 holding.
  • Bernard Wealth Management first reported a position in Hims & Hers Health in Q2 2025 and has held it in 5 quarters since.
  • Bernard Wealth Management's Hims & Hers Health position peaked at $5.67K in Q3 2025.
  • 506 funds tracked by Wall St. Rank held Hims & Hers Health as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.