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
Q2 		$302K Sell
8,705
-6,988
-45% -$188K ﹤0.01% 2592
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 $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

CAPTRUST Financial Advisors's HIMS Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Hims & Hers Health (HIMS) stake by 45% in Q2 2026, selling an estimated $188K and leaving 8,705 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #2592.

CAPTRUST Financial Advisors first reported a position in HIMS in Q3 2020 and has held it in 15 quarters since. The position peaked at $812K in Q3 2025. 506 funds tracked by Wall St. Rank hold HIMS as of Q2 2026.

  • CAPTRUST Financial Advisors held 8,705 shares of Hims & Hers Health worth $302K as of Q2 2026.
  • CAPTRUST Financial Advisors sold 6,988 Hims & Hers Health shares in Q2 2026, an estimated $188K.
  • Hims & Hers Health made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2592 holding.
  • CAPTRUST Financial Advisors first reported a position in Hims & Hers Health in Q3 2020 and has held it in 15 quarters since.
  • CAPTRUST Financial Advisors's Hims & Hers Health position peaked at $812K in Q3 2025.
  • 506 funds tracked by Wall St. Rank held Hims & Hers Health as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.