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Burr Financial Services’s Hims & Hers Health HIMS Stock Holding History

Burr Financial Services’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
2025
Q2 		– Sell
-7,150
Closed -$211K – 32
2025
Q1 		$211K Buy
+7,150
New +$266K 0.17% 32

Other funds holding HIMS

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Vanguard Group
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Burr Financial Services's HIMS Position: Q2 2025 in Review

Burr Financial Services sold out of Hims & Hers Health (HIMS) in Q2 2025, closing a stake of 7,150 shares — an estimated $211K sold.

Burr Financial Services first reported a position in HIMS in Q1 2025 and held it in 1 quarter. The position peaked at $211K in Q1 2025. 510 funds tracked by Wall St. Rank hold HIMS as of Q2 2025.

  • Burr Financial Services reported no remaining Hims & Hers Health position as of Q2 2025 after selling out during the quarter.
  • Burr Financial Services sold 7,150 Hims & Hers Health shares in Q2 2025, an estimated $211K.
  • Burr Financial Services first reported a position in Hims & Hers Health in Q1 2025 and held it in 1 quarter.
  • Burr Financial Services's Hims & Hers Health position peaked at $211K in Q1 2025.
  • 510 funds tracked by Wall St. Rank held Hims & Hers Health as of Q2 2025.

Based on Burr Financial Services's 13F filing for Q2 2025, filed 9 Jul 2025.