NewEdge Wealth’s Hims & Hers Health HIMS Stock Holding History

NewEdge Wealth’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	-5,330	Closed	-$233K	–	1198
2025 Q3	$233K	Buy	5,330 +1,072	+25%	+$54.9K	﹤0.01%	948
2025 Q2	$217K	Buy	+4,258	New	+$192K	﹤0.01%	909

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

NewEdge Wealth's HIMS Position: Q4 2025 in Review

NewEdge Wealth sold out of Hims & Hers Health (HIMS) in Q4 2025, closing a stake of 5,330 shares — an estimated $233K sold.

NewEdge Wealth first reported a position in HIMS in Q2 2025 and held it in 2 quarters. The position peaked at $233K in Q3 2025. 486 funds tracked by Wall St. Rank hold HIMS as of Q4 2025.

NewEdge Wealth reported no remaining Hims & Hers Health position as of Q4 2025 after selling out during the quarter.
NewEdge Wealth sold 5,330 Hims & Hers Health shares in Q4 2025, an estimated $233K.
NewEdge Wealth first reported a position in Hims & Hers Health in Q2 2025 and held it in 2 quarters.
NewEdge Wealth's Hims & Hers Health position peaked at $233K in Q3 2025.
486 funds tracked by Wall St. Rank held Hims & Hers Health as of Q4 2025.

Based on NewEdge Wealth's 13F filing for Q4 2025, filed 3 Feb 2026.