Envestnet Asset Management
HIMS icon

Envestnet Asset Management’s Hims & Hers Health HIMS Stock Holding History

Envestnet Asset Management’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 		$274K Sell
13,209
-44,932
-77% -$1.06M ﹤0.01% 4332
2025
Q4 		$1.89M Sell
58,141
-53,710
-48% -$2.3M ﹤0.01% 2874
2025
Q3 		$6.34M Buy
111,851
+28,007
+33% +$1.44M ﹤0.01% 2065
2025
Q2 		$4.18M Buy
83,844
+24,726
+42% +$1.12M ﹤0.01% 2305
2025
Q1 		$1.75M Sell
59,118
-19,568
-25% -$727K ﹤0.01% 2822
2024
Q4 		$1.9M Buy
78,686
+45,791
+139% +$1.13M ﹤0.01% 2716
2024
Q3 		$606K Buy
+32,895
New +$589K ﹤0.01% 3429
2024
Q2 		– Sell
-38,511
Closed -$596K – 4227
2024
Q1 		$596K Buy
38,511
+4,963
+15% +$56K ﹤0.01% 3329
2023
Q4 		$299K Sell
33,548
-3,167
-9% -$23.4K ﹤0.01% 3627
2023
Q3 		$231K Sell
36,715
-22,001
-37% -$164K ﹤0.01% 3666
2023
Q2 		$552K Sell
58,716
-326,136
-85% -$3.23M ﹤0.01% 3147
2023
Q1 		$241K Buy
384,852
+361,144
+1,523% +$3.16M ﹤0.01% 3557
2022
Q4 		$152K Buy
+23,708
New +$135K ﹤0.01% 3732

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