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Clearstead Advisors’s Hims & Hers Health HIMS Stock Holding History

Clearstead 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 		$46.6K Buy
1,343
+5
+0.4% +$134 ﹤0.01% 1520
2026
Q1 		$27.8K Sell
1,338
-985
-42% -$23.3K ﹤0.01% 1380
2025
Q4 		$75.4K Buy
2,323
+425
+22% +$18.2K ﹤0.01% 1221
2025
Q3 		$108K Sell
1,898
-103
-5% -$5.28K ﹤0.01% 1030
2025
Q2 		$99.8K Buy
2,001
+930
+87% +$42K ﹤0.01% 1059
2025
Q1 		$31.6K Buy
1,071
+67
+7% +$2.49K ﹤0.01% 1288
2024
Q4 		$24.3K Buy
1,004
+84
+9% +$2.08K ﹤0.01% 1327
2024
Q3 		$16.9K Hold
920
– – ﹤0.01% 1468
2024
Q2 		$18.6K Hold
920
– – ﹤0.01% 1399
2024
Q1 		$11.9K Hold
920
– – ﹤0.01% 1030
2023
Q4 		$8.19K Buy
+920
New +$6.8K ﹤0.01% 1097
2023
Q1 		– Sell
-750
Closed -$4.81K – 1394
2022
Q4 		$4.81K Hold
750
– – ﹤0.01% 989
2022
Q3 		$4K Hold
750
– – ﹤0.01% 998
2022
Q2 		$3K Hold
750
– – ﹤0.01% 1054
2022
Q1 		$4K Hold
750
– – ﹤0.01% 1103
2021
Q4 		$5K Buy
+750
New +$5.42K ﹤0.01% 1000

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

Clearstead Advisors's HIMS Position: Q2 2026 in Review

Clearstead Advisors increased its Hims & Hers Health (HIMS) stake by 0.37% in Q2 2026, buying an estimated $134 and bringing the position to 1,343 shares worth $46.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1520.

Clearstead Advisors first reported a position in HIMS in Q4 2021 and has held it in 16 quarters since. The position peaked at $108K in Q3 2025. 506 funds tracked by Wall St. Rank hold HIMS as of Q2 2026.

  • Clearstead Advisors held 1,343 shares of Hims & Hers Health worth $46.6K as of Q2 2026.
  • Clearstead Advisors bought 5 Hims & Hers Health shares in Q2 2026, an estimated $134.
  • Hims & Hers Health made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1520 holding.
  • Clearstead Advisors first reported a position in Hims & Hers Health in Q4 2021 and has held it in 16 quarters since.
  • Clearstead Advisors's Hims & Hers Health position peaked at $108K in Q3 2025.
  • 506 funds tracked by Wall St. Rank held Hims & Hers Health as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.