Capital Asset Advisory Services
HIMS icon

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
Q3 		$488K Buy
16,753
+43
+0.3% +$1.32K 0.02% 227
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Capital Asset Advisory Services's HIMS Position: Q3 2026 in Review

Capital Asset Advisory Services increased its Hims & Hers Health (HIMS) stake by 0.26% in Q3 2026, buying an estimated $1.32K and bringing the position to 16,753 shares worth $488K. The position accounts for 0.02% of the portfolio, ranked #227.

Capital Asset Advisory Services first reported a position in HIMS in Q4 2025 and has held it in 4 quarters since. The position peaked at $998K in Q4 2025. 378 funds tracked by Wall St. Rank hold HIMS as of Q3 2026.

  • Capital Asset Advisory Services held 16,753 shares of Hims & Hers Health worth $488K as of Q3 2026.
  • Capital Asset Advisory Services bought 43 Hims & Hers Health shares in Q3 2026, an estimated $1.32K.
  • Hims & Hers Health made up 0.02% of Capital Asset Advisory Services's portfolio in Q3 2026, its #227 holding.
  • Capital Asset Advisory Services first reported a position in Hims & Hers Health in Q4 2025 and has held it in 4 quarters since.
  • Capital Asset Advisory Services's Hims & Hers Health position peaked at $998K in Q4 2025.
  • 378 funds tracked by Wall St. Rank held Hims & Hers Health as of Q3 2026.

Based on Capital Asset Advisory Services's 13F filing for Q3 2026, filed 30 Oct 2026.