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Bogart Wealth LLC’s Hims & Hers Health HIMS Stock Holding History

Bogart Wealth LLC’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 		$88.3K Buy
2,547
+21
+0.8% +$564 ﹤0.01% 404
2026
Q1 		$52.4K Buy
2,526
+1,626
+181% +$38.4K ﹤0.01% 479
2025
Q4 		$29.2K Buy
900
+632
+236% +$27.1K ﹤0.01% 590
2025
Q3 		$15.2K Buy
268
+260
+3,250% +$13.3K ﹤0.01% 735
2025
Q2 		$399 Buy
+8
New +$362 ﹤0.01% 1378

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's HIMS Position: Q2 2026 in Review

Bogart Wealth LLC increased its Hims & Hers Health (HIMS) stake by 0.83% in Q2 2026, buying an estimated $564 and bringing the position to 2,547 shares worth $88.3K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Bogart Wealth LLC first reported a position in HIMS in Q2 2025 and has held it in 5 quarters since. 506 funds tracked by Wall St. Rank hold HIMS as of Q2 2026.

  • Bogart Wealth LLC held 2,547 shares of Hims & Hers Health worth $88.3K as of Q2 2026.
  • Bogart Wealth LLC bought 21 Hims & Hers Health shares in Q2 2026, an estimated $564.
  • Hims & Hers Health made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #404 holding.
  • Bogart Wealth LLC first reported a position in Hims & Hers Health in Q2 2025 and has held it in 5 quarters since.
  • 506 funds tracked by Wall St. Rank held Hims & Hers Health as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.