Liberty Wealth Management’s Hims & Hers Health HIMS Stock Holding History

Liberty Wealth Management’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	-6,002	Closed	-$340K	–	250
2025 Q3	$340K	Sell	6,002 -627	-9%	-$32.1K	0.05%	168
2025 Q2	$330K	Sell	6,629 -1,113	-14%	-$50.3K	0.05%	162
2025 Q1	$229K	Sell	7,742 -1,236	-14%	-$45.9K	0.04%	141
2024 Q4	$217K	Sell	8,978 -3,405	-27%	-$84.4K	0.04%	195
2024 Q3	$248K	Sell	12,383 -1,091	-8%	-$19.5K	0.04%	178
2024 Q2	$272K	Buy	+13,474	New	+$224K	0.05%	166

Other funds holding HIMS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

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

Liberty Wealth Management's HIMS Position: Q4 2025 in Review

Liberty Wealth Management sold out of Hims & Hers Health (HIMS) in Q4 2025, closing a stake of 6,002 shares — an estimated $340K sold.

Liberty Wealth Management first reported a position in HIMS in Q2 2024 and held it in 6 quarters. The position peaked at $340K in Q3 2025. 486 funds tracked by Wall St. Rank hold HIMS as of Q4 2025.

Liberty Wealth Management reported no remaining Hims & Hers Health position as of Q4 2025 after selling out during the quarter.
Liberty Wealth Management sold 6,002 Hims & Hers Health shares in Q4 2025, an estimated $340K.
Liberty Wealth Management first reported a position in Hims & Hers Health in Q2 2024 and held it in 6 quarters.
Liberty Wealth Management's Hims & Hers Health position peaked at $340K in Q3 2025.
486 funds tracked by Wall St. Rank held Hims & Hers Health as of Q4 2025.

Based on Liberty Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.