Summit Trail Advisors’s Hims & Hers Health HIMS Stock Holding History

Summit Trail Advisors’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 Q2	$20.1M	Sell	581,140 -17	-0%	-$456	0.25%	55
2026 Q1	$12.1M	Sell	581,157 -9,288	-2%	-$219K	0.17%	70
2025 Q4	$19.2M	Sell	590,445 -151	-0%	-$6.47K	0.33%	40
2025 Q3	$33.5M	Buy	590,596 +30,847	+6%	+$1.58M	0.46%	32
2025 Q2	$27.9M	Buy	+559,749	New	+$25.3M	0.48%	32
2024 Q4	–	Sell	-358,652	Closed	-$6.61M	–	537
2024 Q3	$6.61M	Sell	358,652 -6,411	-2%	-$115K	0.16%	63
2024 Q2	$7.37M	Buy	365,063 +94,279	+35%	+$1.57M	0.19%	50
2024 Q1	$4.19M	Buy	270,784 +176,612	+188%	+$1.99M	0.11%	76
2023 Q4	$838K	Buy	94,172 +164	+0.2%	+$1.21K	0.03%	203
2023 Q3	$591K	Sell	94,008 -205	-0.2%	-$1.52K	0.02%	244
2023 Q2	$886K	Hold	94,213	–	–	0.03%	186
2023 Q1	$935K	Buy	94,213 +74,566	+380%	+$653K	0.04%	135
2022 Q4	$126K	Hold	19,647	–	–	0.01%	385
2022 Q3	$110K	Hold	19,647	–	–	0.01%	353
2022 Q2	$89K	Hold	19,647	–	–	0.01%	367
2022 Q1	$105K	Hold	19,647	–	–	0.01%	316
2021 Q4	$129K	Hold	19,647	–	–	0.01%	283
2021 Q3	$148K	Buy	+19,647	New	+$166K	0.01%	249

Other funds holding HIMS

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Summit Trail Advisors's HIMS Position: Q2 2026 in Review

Summit Trail Advisors reduced its Hims & Hers Health (HIMS) stake by 0% in Q2 2026, selling an estimated $456 and leaving 581,140 shares worth $20.1M. The position accounts for 0.25% of the portfolio, ranked #55.

Summit Trail Advisors first reported a position in HIMS in Q3 2021 and has held it in 18 quarters since. The position peaked at $33.5M in Q3 2025. 507 funds tracked by Wall St. Rank hold HIMS as of Q2 2026.

Summit Trail Advisors held 581,140 shares of Hims & Hers Health worth $20.1M as of Q2 2026.
Summit Trail Advisors sold 17 Hims & Hers Health shares in Q2 2026, an estimated $456.
Hims & Hers Health made up 0.25% of Summit Trail Advisors's portfolio in Q2 2026, its #55 holding.
Summit Trail Advisors first reported a position in Hims & Hers Health in Q3 2021 and has held it in 18 quarters since.
Summit Trail Advisors's Hims & Hers Health position peaked at $33.5M in Q3 2025.
507 funds tracked by Wall St. Rank held Hims & Hers Health as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.