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Kingswood Wealth Advisors’s Hims & Hers Health HIMS Stock Holding History

Kingswood Wealth 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
2025
Q4 		– Sell
-4,051
Closed -$230K – 884
2025
Q3 		$230K Sell
4,051
-786
-16% -$40.3K 0.01% 719
2025
Q2 		$241K Buy
+4,837
New +$219K 0.02% 642

Other funds holding HIMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kingswood Wealth Advisors's HIMS Position: Q4 2025 in Review

Kingswood Wealth Advisors sold out of Hims & Hers Health (HIMS) in Q4 2025, closing a stake of 4,051 shares — an estimated $230K sold.

Kingswood Wealth Advisors first reported a position in HIMS in Q2 2025 and held it in 2 quarters. The position peaked at $241K in Q2 2025. 486 funds tracked by Wall St. Rank hold HIMS as of Q4 2025.

  • Kingswood Wealth Advisors reported no remaining Hims & Hers Health position as of Q4 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 4,051 Hims & Hers Health shares in Q4 2025, an estimated $230K.
  • Kingswood Wealth Advisors first reported a position in Hims & Hers Health in Q2 2025 and held it in 2 quarters.
  • Kingswood Wealth Advisors's Hims & Hers Health position peaked at $241K in Q2 2025.
  • 486 funds tracked by Wall St. Rank held Hims & Hers Health as of Q4 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.