Optimum Investment Advisors’s Hims & Hers Health HIMS Stock Holding History

Optimum Investment 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 Q3	$90.8K	Hold	1,600	–	–	0.04%	276
2025 Q2	$79.8K	Hold	1,600	–	–	0.03%	283
2025 Q1	$47.3K	Hold	1,600	–	–	0.02%	341
2024 Q4	$38.7K	Hold	1,600	–	–	0.02%	368
2024 Q3	$29.5K	Buy	1,600 +400	+33%	+$7.16K	0.01%	400
2024 Q2	$24.2K	Hold	1,200	–	–	0.01%	427
2024 Q1	$18.6K	Hold	1,200	–	–	0.01%	464
2023 Q4	$10.7K	Hold	1,200	–	–	0.01%	507
2023 Q3	$7.55K	Buy	1,200 +150	+14%	+$1.12K	﹤0.01%	572
2023 Q2	$9.87K	Hold	1,050	–	–	﹤0.01%	556
2023 Q1	$10.4K	Hold	1,050	–	–	0.01%	561
2022 Q4	$6.73K	Hold	1,050	–	–	﹤0.01%	603
2022 Q3	$6K	Hold	1,050	–	–	﹤0.01%	632
2022 Q2	$5K	Hold	1,050	–	–	﹤0.01%	677
2022 Q1	$6K	Hold	1,050	–	–	﹤0.01%	709
2021 Q4	$7K	Buy	1,050 +200	+24%	+$1.45K	﹤0.01%	707
2021 Q3	$6K	Buy	850 +350	+70%	+$2.96K	﹤0.01%	722
2021 Q2	$5K	Buy	+500	New	+$5.95K	﹤0.01%	815

Other funds holding HIMS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimum Investment Advisors's HIMS Position: Q3 2025 in Review

Optimum Investment Advisors held its Hims & Hers Health (HIMS) position steady in Q3 2025 at 1,600 shares worth $90.8K. The position accounts for 0.04% of the portfolio, ranked #276.

Optimum Investment Advisors first reported a position in HIMS in Q2 2021 and has held it in 18 quarters since. 512 funds tracked by Wall St. Rank hold HIMS as of Q3 2025.

Optimum Investment Advisors held 1,600 shares of Hims & Hers Health worth $90.8K as of Q3 2025.
Optimum Investment Advisors left its Hims & Hers Health share count unchanged in Q3 2025.
Hims & Hers Health made up 0.04% of Optimum Investment Advisors's portfolio in Q3 2025, its #276 holding.
Optimum Investment Advisors first reported a position in Hims & Hers Health in Q2 2021 and has held it in 18 quarters since.
512 funds tracked by Wall St. Rank held Hims & Hers Health as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.