Root Financial Partners
HIMS icon

Root Financial Partners’s Hims & Hers Health HIMS Stock Holding History

Root Financial Partners’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
Q3 		$298 Buy
+10
New +$307 ﹤0.01% 3409
2026
Q2 		– Sell
-10
Closed -$208 – 1615
2026
Q1 		$208 Buy
+10
New +$236 ﹤0.01% 3143

Other funds holding HIMS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Root Financial Partners's HIMS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Hims & Hers Health (HIMS) in Q3 2026: 10 shares worth $298. The stake represents ﹤0.01% of the portfolio and ranks #3409 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HIMS as recently as Q1 2026.

Root Financial Partners first reported a position in HIMS in Q1 2026 and has held it in 2 quarters since. 378 funds tracked by Wall St. Rank hold HIMS as of Q3 2026.

  • Root Financial Partners held 10 shares of Hims & Hers Health worth $298 as of Q3 2026.
  • Hims & Hers Health was a new Root Financial Partners position in Q3 2026.
  • Hims & Hers Health made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3409 holding.
  • Root Financial Partners first reported a position in Hims & Hers Health in Q1 2026 and has held it in 2 quarters since.
  • 378 funds tracked by Wall St. Rank held Hims & Hers Health as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.