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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
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

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

Concurrent Investment Advisors's HIMS Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Hims & Hers Health (HIMS) stake by 110% in Q2 2026, buying an estimated $496K and bringing the position to 35,272 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #918.

Concurrent Investment Advisors first reported a position in HIMS in Q4 2023 and has held it in 11 quarters since. 506 funds tracked by Wall St. Rank hold HIMS as of Q2 2026.

  • Concurrent Investment Advisors held 35,272 shares of Hims & Hers Health worth $1.22M as of Q2 2026.
  • Concurrent Investment Advisors bought 18,459 Hims & Hers Health shares in Q2 2026, an estimated $496K.
  • Hims & Hers Health made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #918 holding.
  • Concurrent Investment Advisors first reported a position in Hims & Hers Health in Q4 2023 and has held it in 11 quarters since.
  • 506 funds tracked by Wall St. Rank held Hims & Hers Health as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.