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Forum Financial Management’s Hims & Hers Health HIMS Stock Holding History

Forum Financial 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 		– Sell
-8,037
Closed -$261K – 627
2025
Q4 		$261K Hold
8,037
– – ﹤0.01% 822
2025
Q3 		$456K Hold
8,037
– – 0.01% 505
2025
Q2 		$401K Buy
+8,037
New +$363K 0.01% 507

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DE
Defiance ETFs New York $7.37B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Forum Financial Management's HIMS Position: Q1 2026 in Review

Forum Financial Management sold out of Hims & Hers Health (HIMS) in Q1 2026, closing a stake of 8,037 shares — an estimated $261K sold.

Forum Financial Management first reported a position in HIMS in Q2 2025 and held it in 3 quarters. The position peaked at $456K in Q3 2025. 436 funds tracked by Wall St. Rank hold HIMS as of Q1 2026.

  • Forum Financial Management reported no remaining Hims & Hers Health position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 8,037 Hims & Hers Health shares in Q1 2026, an estimated $261K.
  • Forum Financial Management first reported a position in Hims & Hers Health in Q2 2025 and held it in 3 quarters.
  • Forum Financial Management's Hims & Hers Health position peaked at $456K in Q3 2025.
  • 436 funds tracked by Wall St. Rank held Hims & Hers Health as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.