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RFG Advisory’s Hims & Hers Health HIMS Stock Holding History

RFG Advisory’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 		– Sell
-79,081
Closed -$2.57M – 1077
2025
Q4 		$2.57M Buy
79,081
+62,316
+372% +$2.67M 0.05% 280
2025
Q3 		$951K Sell
16,765
-941
-5% -$48.2K 0.02% 502
2025
Q2 		$883K Buy
17,706
+3,249
+22% +$147K 0.02% 466
2025
Q1 		$427K Buy
+14,457
New +$537K 0.01% 610

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DE
Defiance ETFs New York $7.37B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RFG Advisory's HIMS Position: Q1 2026 in Review

RFG Advisory sold out of Hims & Hers Health (HIMS) in Q1 2026, closing a stake of 79,081 shares — an estimated $2.57M sold.

RFG Advisory first reported a position in HIMS in Q1 2025 and held it in 4 quarters. The position peaked at $2.57M in Q4 2025. 436 funds tracked by Wall St. Rank hold HIMS as of Q1 2026.

  • RFG Advisory reported no remaining Hims & Hers Health position as of Q1 2026 after selling out during the quarter.
  • RFG Advisory sold 79,081 Hims & Hers Health shares in Q1 2026, an estimated $2.57M.
  • RFG Advisory first reported a position in Hims & Hers Health in Q1 2025 and held it in 4 quarters.
  • RFG Advisory's Hims & Hers Health position peaked at $2.57M in Q4 2025.
  • 436 funds tracked by Wall St. Rank held Hims & Hers Health as of Q1 2026.

Based on RFG Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.