SWM
HIMS icon

SHP Wealth Management’s Hims & Hers Health HIMS Stock Holding History

SHP Wealth Management’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 		$65.6K Sell
3,158
-104
-3% -$2.46K ﹤0.01% 445
2025
Q4 		$106K Buy
+3,262
New +$140K 0.01% 341

Other funds holding HIMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SHP Wealth Management's HIMS Position: Q1 2026 in Review

SHP Wealth Management reduced its Hims & Hers Health (HIMS) stake by 3.2% in Q1 2026, selling an estimated $2.46K and leaving 3,158 shares worth $65.6K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

SHP Wealth Management first reported a position in HIMS in Q4 2025 and has held it in 2 quarters since. The position peaked at $106K in Q4 2025. 434 funds tracked by Wall St. Rank hold HIMS as of Q1 2026.

  • SHP Wealth Management held 3,158 shares of Hims & Hers Health worth $65.6K as of Q1 2026.
  • SHP Wealth Management sold 104 Hims & Hers Health shares in Q1 2026, an estimated $2.46K.
  • Hims & Hers Health made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #445 holding.
  • SHP Wealth Management first reported a position in Hims & Hers Health in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Hims & Hers Health position peaked at $106K in Q4 2025.
  • 434 funds tracked by Wall St. Rank held Hims & Hers Health as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.