Creative Planning
HIMS icon

Creative Planning’s Hims & Hers Health HIMS Stock Holding History

Creative Planning’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 		$7.81M Buy
225,206
+81,392
+57% +$2.18M ﹤0.01% 1063
2026
Q1 		$2.99M Buy
143,814
+44,528
+45% +$1.05M ﹤0.01% 1579
2025
Q4 		$3.22M Buy
99,286
+5
+0% +$214 ﹤0.01% 1336
2025
Q3 		$5.63M Buy
99,281
+8,375
+9% +$429K ﹤0.01% 802
2025
Q2 		$4.53M Buy
90,906
+27,289
+43% +$1.23M ﹤0.01% 811
2025
Q1 		$1.88M Buy
63,617
+12,297
+24% +$457K ﹤0.01% 1210
2024
Q4 		$1.24M Buy
51,320
+25,395
+98% +$629K ﹤0.01% 1481
2024
Q3 		$478K Buy
25,925
+3,979
+18% +$71.2K ﹤0.01% 2151
2024
Q2 		$443K Buy
+21,946
New +$365K ﹤0.01% 2037
2021
Q2 		– Sell
-24,574
Closed -$325K – 2291
2021
Q1 		$325K Buy
+24,574
New +$412K ﹤0.01% 1744

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

Creative Planning's HIMS Position: Q2 2026 in Review

Creative Planning increased its Hims & Hers Health (HIMS) stake by 57% in Q2 2026, buying an estimated $2.18M and bringing the position to 225,206 shares worth $7.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

Creative Planning first reported a position in HIMS in Q1 2021 and has held it in 10 quarters since. 507 funds tracked by Wall St. Rank hold HIMS as of Q2 2026.

  • Creative Planning held 225,206 shares of Hims & Hers Health worth $7.81M as of Q2 2026.
  • Creative Planning bought 81,392 Hims & Hers Health shares in Q2 2026, an estimated $2.18M.
  • Hims & Hers Health made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1063 holding.
  • Creative Planning first reported a position in Hims & Hers Health in Q1 2021 and has held it in 10 quarters since.
  • 507 funds tracked by Wall St. Rank held Hims & Hers Health as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.