Heritage Wealth Management (California)’s Hims & Hers Health HIMS Stock Holding History

Heritage Wealth Management (California)’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	$559K	Hold	16,111	–	–	0.21%	59
2026 Q1	$334K	Hold	16,111	–	–	0.18%	67
2025 Q4	$523K	Hold	16,111	–	–	0.33%	56
2025 Q3	$914K	Hold	16,111	–	–	0.61%	42
2025 Q2	$803K	Hold	16,111	–	–	0.54%	44
2025 Q1	$476K	Sell	16,111 -24	-0.1%	-$892	0.36%	50
2024 Q4	$390K	Buy	16,135 +24	+0.1%	+$595	0.28%	56
2024 Q3	$297K	Buy	+16,111	New	+$288K	0.21%	70

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

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

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

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Heritage Wealth Management (California)'s HIMS Position: Q2 2026 in Review

Heritage Wealth Management (California) held its Hims & Hers Health (HIMS) position steady in Q2 2026 at 16,111 shares worth $559K. The position accounts for 0.21% of the portfolio, ranked #59.

Heritage Wealth Management (California) first reported a position in HIMS in Q3 2024 and has held it in 8 quarters since. The position peaked at $914K in Q3 2025. 506 funds tracked by Wall St. Rank hold HIMS as of Q2 2026.

Heritage Wealth Management (California) held 16,111 shares of Hims & Hers Health worth $559K as of Q2 2026.
Heritage Wealth Management (California) left its Hims & Hers Health share count unchanged in Q2 2026.
Hims & Hers Health made up 0.21% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #59 holding.
Heritage Wealth Management (California) first reported a position in Hims & Hers Health in Q3 2024 and has held it in 8 quarters since.
Heritage Wealth Management (California)'s Hims & Hers Health position peaked at $914K in Q3 2025.
506 funds tracked by Wall St. Rank held Hims & Hers Health as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.