GoalVest Advisory’s Hims & Hers Health HIMS Stock Holding History

GoalVest Advisory’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	-182	Closed	-$5.91K	–	494
2025 Q4	$5.91K	Hold	182	–	–	﹤0.01%	464
2025 Q3	$10.3K	Hold	182	–	–	﹤0.01%	329
2025 Q2	$9.07K	Buy	+182	New	+$8.23K	﹤0.01%	312

Other funds holding HIMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Defiance ETFs New York $7.37B AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GoalVest Advisory's HIMS Position: Q1 2026 in Review

GoalVest Advisory sold out of Hims & Hers Health (HIMS) in Q1 2026, closing a stake of 182 shares — an estimated $5.91K sold.

GoalVest Advisory first reported a position in HIMS in Q2 2025 and held it in 3 quarters. The position peaked at $10.3K in Q3 2025. 436 funds tracked by Wall St. Rank hold HIMS as of Q1 2026.

GoalVest Advisory reported no remaining Hims & Hers Health position as of Q1 2026 after selling out during the quarter.
GoalVest Advisory sold 182 Hims & Hers Health shares in Q1 2026, an estimated $5.91K.
GoalVest Advisory first reported a position in Hims & Hers Health in Q2 2025 and held it in 3 quarters.
GoalVest Advisory's Hims & Hers Health position peaked at $10.3K in Q3 2025.
436 funds tracked by Wall St. Rank held Hims & Hers Health as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.