Fragasso Financial Advisors’s Hims & Hers Health HIMS Stock Holding History

Fragasso Financial Advisors’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	$318K	Buy	+9,160	New	+$246K	0.02%	271
2026 Q1	–	Sell	-9,153	Closed	-$297K	–	327
2025 Q4	$297K	Hold	9,153	–	–	0.02%	247
2025 Q3	$481K	Hold	9,153	–	–	0.03%	197
2025 Q2	$456K	Hold	9,153	–	–	0.03%	192
2025 Q1	$270K	Sell	9,153 -4,700	-34%	-$175K	0.02%	230
2024 Q4	$335K	Hold	13,853	–	–	0.03%	194
2024 Q3	$255K	Sell	13,853 -1,832	-12%	-$32.8K	0.02%	231
2024 Q2	$317K	Hold	15,685	–	–	0.03%	200
2024 Q1	$243K	Buy	+15,685	New	+$177K	0.02%	237

Other funds holding HIMS

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Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

REX Advisers Fairfield, Connecticut $37.3M AUM

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Stonekeep Investments Sante Fe, New Mexico $172M AUM 16.76% 1-Year Est. Return