Carson Wealth (CWM LLC)
HIMS icon

Carson Wealth (CWM LLC)’s Hims & Hers Health HIMS Stock Holding History

Carson Wealth (CWM LLC)’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 		$138K Sell
6,667
-1,274
-16% -$30.1K ﹤0.01% 3008
2025
Q4 		$258K Sell
7,941
-1,808
-19% -$77.4K ﹤0.01% 2356
2025
Q3 		$553K Buy
9,749
+725
+8% +$37.1K ﹤0.01% 1732
2025
Q2 		$450K Sell
9,024
-532
-6% -$24K ﹤0.01% 1636
2025
Q1 		$282K Buy
9,556
+2,633
+38% +$97.8K ﹤0.01% 1704
2024
Q4 		$167K Buy
6,923
+941
+16% +$23.3K ﹤0.01% 1949
2024
Q3 		$110K Buy
5,982
+1,054
+21% +$18.9K ﹤0.01% 2145
2024
Q2 		$99K Buy
4,928
+246
+5% +$4.09K ﹤0.01% 1983
2024
Q1 		$72K Buy
4,682
+24
+0.5% +$271 ﹤0.01% 2077
2023
Q4 		$41K Hold
4,658
– – ﹤0.01% 2304
2023
Q3 		$29K Sell
4,658
-2,517
-35% -$18.7K ﹤0.01% 2427
2023
Q2 		$67K Buy
7,175
+3,000
+72% +$29.7K ﹤0.01% 1796
2023
Q1 		$41K Buy
+4,175
New +$36.6K ﹤0.01% 2012

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DE
Defiance ETFs New York $7.37B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HIMS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Hims & Hers Health (HIMS) stake by 16% in Q1 2026, selling an estimated $30.1K and leaving 6,667 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #3008.

Carson Wealth (CWM LLC) first reported a position in HIMS in Q1 2023 and has held it in 13 quarters since. The position peaked at $553K in Q3 2025. 435 funds tracked by Wall St. Rank hold HIMS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,667 shares of Hims & Hers Health worth $138K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,274 Hims & Hers Health shares in Q1 2026, an estimated $30.1K.
  • Hims & Hers Health made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3008 holding.
  • Carson Wealth (CWM LLC) first reported a position in Hims & Hers Health in Q1 2023 and has held it in 13 quarters since.
  • Carson Wealth (CWM LLC)'s Hims & Hers Health position peaked at $553K in Q3 2025.
  • 435 funds tracked by Wall St. Rank held Hims & Hers Health as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.