Concurrent Investment Advisors’s Hims & Hers Health HIMS Stock Holding History

Concurrent Investment 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 Q3	$1.42M	Buy	47,555 +12,283	+35%	+$377K	0.01%	969
2026 Q2	$1.22M	Buy	35,272 +18,459	+110%	+$496K	0.01%	918
2026 Q1	$349K	Sell	16,813 -1,386	-8%	-$32.7K	﹤0.01%	1399
2025 Q4	$591K	Buy	18,199 +4,215	+30%	+$181K	0.01%	1070
2025 Q3	$793K	Buy	13,984 +252	+2%	+$12.9K	0.01%	736
2025 Q2	$685K	Buy	13,732 +502	+4%	+$22.7K	0.01%	735
2025 Q1	$391K	Sell	13,230 -1,000	-7%	-$37.1K	0.01%	820
2024 Q4	$344K	Buy	14,230 +1,004	+8%	+$24.9K	0.01%	778
2024 Q3	$244K	Sell	13,226 -4,840	-27%	-$86.7K	0.01%	862
2024 Q2	$365K	Buy	18,066 +4,069	+29%	+$67.7K	0.01%	677
2024 Q1	$217K	Hold	13,997	–	–	0.01%	778
2023 Q4	$125K	Buy	+13,997	New	+$103K	0.01%	808

Other funds holding HIMS

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Concurrent Investment Advisors's HIMS Position: Q3 2026 in Review

Concurrent Investment Advisors increased its Hims & Hers Health (HIMS) stake by 35% in Q3 2026, buying an estimated $377K and bringing the position to 47,555 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #969.

Concurrent Investment Advisors first reported a position in HIMS in Q4 2023 and has held it in 12 quarters since. 32 funds tracked by Wall St. Rank hold HIMS as of Q3 2026.

Concurrent Investment Advisors held 47,555 shares of Hims & Hers Health worth $1.42M as of Q3 2026.
Concurrent Investment Advisors bought 12,283 Hims & Hers Health shares in Q3 2026, an estimated $377K.
Hims & Hers Health made up 0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #969 holding.
Concurrent Investment Advisors first reported a position in Hims & Hers Health in Q4 2023 and has held it in 12 quarters since.
32 funds tracked by Wall St. Rank held Hims & Hers Health as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.