CAPTRUST Financial Advisors
HIMS icon

CAPTRUST Financial Advisors’s Hims & Hers Health HIMS Stock Holding History

CAPTRUST Financial Advisors’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
Q1 		$326K Buy
15,693
+700
+5% +$16.5K ﹤0.01% 2330
2025
Q4 		$487K Buy
14,993
+676
+5% +$29K ﹤0.01% 1916
2025
Q3 		$812K Sell
14,317
-295
-2% -$15.1K ﹤0.01% 1553
2025
Q2 		$728K Buy
14,612
+443
+3% +$20K ﹤0.01% 1509
2025
Q1 		$419K Buy
14,169
+128
+0.9% +$4.75K ﹤0.01% 1748
2024
Q4 		$340K Buy
+14,041
New +$348K ﹤0.01% 1829
2024
Q1 		– Sell
-36,845
Closed -$328K – 2372
2023
Q4 		$328K Buy
+36,845
New +$272K ﹤0.01% 2049
2022
Q3 		– Sell
-6,765
Closed -$31K – 2934
2022
Q2 		$31K Hold
6,765
– – ﹤0.01% 3100
2022
Q1 		$36K Buy
6,765
+6,414
+1,827% +$31.7K ﹤0.01% 3024
2021
Q4 		$2K Hold
351
– – ﹤0.01% 4411
2021
Q3 		$3K Hold
351
– – ﹤0.01% 4129
2021
Q2 		$4K Hold
351
– – ﹤0.01% 3945
2021
Q1 		$5K Buy
+351
New +$5.88K ﹤0.01% 3729
2020
Q4 		– Sell
-20,343
Closed -$220K – 3444
2020
Q3 		$220K Buy
+20,343
New +$217K ﹤0.01% 992

Other funds holding HIMS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DE
Defiance ETFs New York $6.95B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return