LPL Financial
HIMS icon

LPL Financial’s Hims & Hers Health HIMS Stock Holding History

LPL Financial’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 		$4.68M Sell
225,629
-75,642
-25% -$1.79M ﹤0.01% 2685
2025
Q4 		$9.78M Sell
301,271
-14,490
-5% -$621K ﹤0.01% 1946
2025
Q3 		$17.9M Buy
315,761
+74,790
+31% +$3.83M 0.01% 1435
2025
Q2 		$12M Buy
240,971
+142,270
+144% +$6.43M ﹤0.01% 1590
2025
Q1 		$2.92M Buy
98,701
+743
+0.8% +$27.6K ﹤0.01% 2593
2024
Q4 		$2.37M Buy
97,958
+980
+1% +$24.3K ﹤0.01% 2708
2024
Q3 		$1.79M Buy
96,978
+33,719
+53% +$604K ﹤0.01% 2837
2024
Q2 		$1.28M Buy
63,259
+40,482
+178% +$674K ﹤0.01% 3022
2024
Q1 		$352K Buy
22,777
+7,629
+50% +$86K ﹤0.01% 4076
2023
Q4 		$135K Buy
15,148
+1,812
+14% +$13.4K ﹤0.01% 4492
2023
Q3 		$83.9K Buy
+13,336
New +$99.2K ﹤0.01% 4448

Other funds holding HIMS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DE
Defiance ETFs New York $6.95B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return