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Peak Retirement Planning’s Hims & Hers Health HIMS Stock Holding History

Peak Retirement Planning’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
Q2 		$264K Sell
7,602
-190,825
-96% -$5.12M 0.04% 154
2026
Q1 		$4.12M Buy
198,427
+115,860
+140% +$2.74M 0.82% 25
2025
Q4 		$2.68M Buy
82,567
+32,471
+65% +$1.39M 0.63% 46
2025
Q3 		$2.84M Buy
+50,096
New +$2.57M 0.8% 22

Other funds holding HIMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Peak Retirement Planning's HIMS Position: Q2 2026 in Review

Peak Retirement Planning reduced its Hims & Hers Health (HIMS) stake by 96% in Q2 2026, selling an estimated $5.12M and leaving 7,602 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #154.

Peak Retirement Planning first reported a position in HIMS in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.12M in Q1 2026. 506 funds tracked by Wall St. Rank hold HIMS as of Q2 2026.

  • Peak Retirement Planning held 7,602 shares of Hims & Hers Health worth $264K as of Q2 2026.
  • Peak Retirement Planning sold 190,825 Hims & Hers Health shares in Q2 2026, an estimated $5.12M.
  • Hims & Hers Health made up 0.04% of Peak Retirement Planning's portfolio in Q2 2026, its #154 holding.
  • Peak Retirement Planning first reported a position in Hims & Hers Health in Q3 2025 and has held it in 4 quarters since.
  • Peak Retirement Planning's Hims & Hers Health position peaked at $4.12M in Q1 2026.
  • 506 funds tracked by Wall St. Rank held Hims & Hers Health as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.