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Strategic Wealth Partners’s Hims & Hers Health HIMS Stock Holding History

Strategic Wealth 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
Q1 		$25.8K Buy
1,244
+96
+8% +$2.27K ﹤0.01% 646
2025
Q4 		$37.3K Sell
1,148
-1,158
-50% -$49.6K ﹤0.01% 570
2025
Q3 		$131K Sell
2,306
-941
-29% -$48.2K 0.01% 399
2025
Q2 		$162K Buy
+3,247
New +$147K 0.01% 343
2024
Q4 		$1.6M Sell
27,042
-82,157
-75% -$2.04M 0.13% 117
2024
Q3 		$2.01M Buy
109,199
+39,896
+58% +$714K 0.19% 100
2024
Q2 		$1.4M Buy
69,303
+15,099
+28% +$251K 0.15% 112
2024
Q1 		$839K Buy
+54,204
New +$611K 0.09% 150

Other funds holding HIMS

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
DE
Defiance ETFs New York $6.95B 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 $1.47T 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 $564B AUM 30.12% 1-Year Est. Return