Charles Schwab
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Charles Schwab’s Hims & Hers Health HIMS Stock Holding History

Charles Schwab’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 		$85.1M Buy
2,453,787
+95,073
+4% +$2.55M 0.01% 885
2026
Q1 		$49M Sell
2,358,714
-39,294
-2% -$928K 0.01% 1167
2025
Q4 		$77.9M Buy
2,398,008
+42,569
+2% +$1.82M 0.01% 857
2025
Q3 		$134M Buy
2,355,439
+745,741
+46% +$38.2M 0.02% 566
2025
Q2 		$80.2M Sell
1,609,698
-2,298
-0.1% -$104K 0.01% 788
2025
Q1 		$47.6M Sell
1,611,996
-184,842
-10% -$6.87M 0.01% 1105
2024
Q4 		$43.4M Buy
1,796,838
+129,416
+8% +$3.21M 0.01% 1237
2024
Q3 		$30.7M Buy
1,667,422
+218,566
+15% +$3.91M 0.01% 1447
2024
Q2 		$29.3M Buy
1,448,856
+222,172
+18% +$3.7M 0.01% 1432
2024
Q1 		$19M Sell
1,226,684
-68,075
-5% -$768K ﹤0.01% 1645
2023
Q4 		$11.5M Buy
1,294,759
+22,009
+2% +$163K ﹤0.01% 1911
2023
Q3 		$8.01M Buy
1,272,750
+357,590
+39% +$2.66M ﹤0.01% 2031
2023
Q2 		$8.6M Buy
915,160
+14,688
+2% +$146K ﹤0.01% 1977
2023
Q1 		$8.93M Sell
900,472
-6,889
-0.8% -$60.4K ﹤0.01% 1925
2022
Q4 		$5.82M Buy
907,361
+28,764
+3% +$164K ﹤0.01% 2141
2022
Q3 		$4.9M Buy
878,597
+7,573
+0.9% +$45.6K ﹤0.01% 2223
2022
Q2 		$3.95M Buy
871,024
+254,810
+41% +$1.09M ﹤0.01% 2296
2022
Q1 		$3.29M Buy
616,214
+14,990
+2% +$74.2K ﹤0.01% 2474
2021
Q4 		$3.94M Buy
601,224
+14,227
+2% +$103K ﹤0.01% 2466
2021
Q3 		$4.43M Buy
586,997
+271,551
+86% +$2.3M ﹤0.01% 2429
2021
Q2 		$3.44M Buy
315,446
+7,847
+3% +$93.3K ﹤0.01% 2534
2021
Q1 		$4.07M Buy
+307,599
New +$5.16M ﹤0.01% 2390

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

Charles Schwab's HIMS Position: Q2 2026 in Review

Charles Schwab increased its Hims & Hers Health (HIMS) stake by 4% in Q2 2026, buying an estimated $2.55M and bringing the position to 2,453,787 shares worth $85.1M. The position accounts for 0.01% of the portfolio, ranked #885.

Charles Schwab first reported a position in HIMS in Q1 2021 and has held it in 22 quarters since. The position peaked at $134M in Q3 2025. 506 funds tracked by Wall St. Rank hold HIMS as of Q2 2026.

  • Charles Schwab held 2,453,787 shares of Hims & Hers Health worth $85.1M as of Q2 2026.
  • Charles Schwab bought 95,073 Hims & Hers Health shares in Q2 2026, an estimated $2.55M.
  • Hims & Hers Health made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #885 holding.
  • Charles Schwab first reported a position in Hims & Hers Health in Q1 2021 and has held it in 22 quarters since.
  • Charles Schwab's Hims & Hers Health position peaked at $134M in Q3 2025.
  • 506 funds tracked by Wall St. Rank held Hims & Hers Health as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.