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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DE
Defiance ETFs New York $6.95B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return