SlateStone Wealth’s Hims & Hers Health HIMS Stock Holding History

SlateStone Wealth’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	–	Sell	-9,563	Closed	-$477K	–	298
2025 Q2	$477K	Sell	9,563 -1,180	-11%	-$53.3K	0.04%	213
2025 Q1	$317K	Buy	10,743 +103	+1%	+$3.83K	0.03%	234
2024 Q4	$257K	Buy	10,640 +413	+4%	+$10.2K	0.03%	258
2024 Q3	$188K	Buy	+10,227	New	+$183K	0.02%	280
2023 Q3	–	Sell	-83,980	Closed	-$789K	–	234
2023 Q2	$789K	Sell	83,980 -9,050	-10%	-$89.7K	0.15%	101
2023 Q1	$923K	Buy	+93,030	New	+$815K	0.19%	97

Other funds holding HIMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SlateStone Wealth's HIMS Position: Q3 2025 in Review

SlateStone Wealth sold out of Hims & Hers Health (HIMS) in Q3 2025, closing a stake of 9,563 shares — an estimated $477K sold.

SlateStone Wealth first reported a position in HIMS in Q1 2023 and held it in 6 quarters. The position peaked at $923K in Q1 2023. 512 funds tracked by Wall St. Rank hold HIMS as of Q3 2025.

SlateStone Wealth reported no remaining Hims & Hers Health position as of Q3 2025 after selling out during the quarter.
SlateStone Wealth sold 9,563 Hims & Hers Health shares in Q3 2025, an estimated $477K.
SlateStone Wealth first reported a position in Hims & Hers Health in Q1 2023 and held it in 6 quarters.
SlateStone Wealth's Hims & Hers Health position peaked at $923K in Q1 2023.
512 funds tracked by Wall St. Rank held Hims & Hers Health as of Q3 2025.

Based on SlateStone Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.