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Capital Asset Advisory Services’s Hims & Hers Health HIMS Stock Holding History

Capital Asset Advisory 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
2026
Q2 		$579K Sell
16,710
-9,326
-36% -$250K 0.02% 188
2026
Q1 		$807K Sell
26,036
-2,115
-8% -$50K 0.03% 149
2025
Q4 		$998K Buy
+28,151
New +$1.21M 0.04% 137

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

Capital Asset Advisory Services's HIMS Position: Q2 2026 in Review

Capital Asset Advisory Services reduced its Hims & Hers Health (HIMS) stake by 36% in Q2 2026, selling an estimated $250K and leaving 16,710 shares worth $579K. The position accounts for 0.02% of the portfolio, ranked #188.

Capital Asset Advisory Services first reported a position in HIMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $998K in Q4 2025. 506 funds tracked by Wall St. Rank hold HIMS as of Q2 2026.

  • Capital Asset Advisory Services held 16,710 shares of Hims & Hers Health worth $579K as of Q2 2026.
  • Capital Asset Advisory Services sold 9,326 Hims & Hers Health shares in Q2 2026, an estimated $250K.
  • Hims & Hers Health made up 0.02% of Capital Asset Advisory Services's portfolio in Q2 2026, its #188 holding.
  • Capital Asset Advisory Services first reported a position in Hims & Hers Health in Q4 2025 and has held it in 3 quarters since.
  • Capital Asset Advisory Services's Hims & Hers Health position peaked at $998K in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Hims & Hers Health as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.