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

Kerr 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
2026
Q2 		$35 Hold
1
– – ﹤0.01% 530
2026
Q1 		$28 Sell
1
-18
-95% -$425 ﹤0.01% 517
2025
Q4 		$445 Buy
19
+18
+1,800% +$771 ﹤0.01% 472
2025
Q3 		$36 Buy
+1
New +$51 ﹤0.01% 556

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kerr Financial Planning's HIMS Position: Q2 2026 in Review

Kerr Financial Planning held its Hims & Hers Health (HIMS) position steady in Q2 2026 at 1 share worth $35. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Kerr Financial Planning first reported a position in HIMS in Q3 2025 and has held it in 4 quarters since. The position peaked at $445 in Q4 2025. 504 funds tracked by Wall St. Rank hold HIMS as of Q2 2026.

  • Kerr Financial Planning held 1 share of Hims & Hers Health worth $35 as of Q2 2026.
  • Kerr Financial Planning left its Hims & Hers Health share count unchanged in Q2 2026.
  • Hims & Hers Health made up ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #530 holding.
  • Kerr Financial Planning first reported a position in Hims & Hers Health in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Hims & Hers Health position peaked at $445 in Q4 2025.
  • 504 funds tracked by Wall St. Rank held Hims & Hers Health as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.