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Forbes Financial Planning’s Hims & Hers Health HIMS Stock Holding History

Forbes Financial 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
2025
Q4 		– Sell
-4,828
Closed -$274K – 38
2025
Q3 		$274K Hold
4,828
– – 0.18% 31
2025
Q2 		$241K Buy
+4,828
New +$218K 0.16% 33

Other funds holding HIMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Forbes Financial Planning's HIMS Position: Q4 2025 in Review

Forbes Financial Planning sold out of Hims & Hers Health (HIMS) in Q4 2025, closing a stake of 4,828 shares — an estimated $274K sold.

Forbes Financial Planning first reported a position in HIMS in Q2 2025 and held it in 2 quarters. The position peaked at $274K in Q3 2025. 485 funds tracked by Wall St. Rank hold HIMS as of Q4 2025.

  • Forbes Financial Planning reported no remaining Hims & Hers Health position as of Q4 2025 after selling out during the quarter.
  • Forbes Financial Planning sold 4,828 Hims & Hers Health shares in Q4 2025, an estimated $274K.
  • Forbes Financial Planning first reported a position in Hims & Hers Health in Q2 2025 and held it in 2 quarters.
  • Forbes Financial Planning's Hims & Hers Health position peaked at $274K in Q3 2025.
  • 485 funds tracked by Wall St. Rank held Hims & Hers Health as of Q4 2025.

Based on Forbes Financial Planning's 13F filing for Q4 2025, filed 26 Jan 2026.