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 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 $5.72T 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 New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Defiance ETFs New York $6.98B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Summit Trail Advisors's HIMS Position: Q1 2026 in Review

Summit Trail Advisors reduced its Hims & Hers Health (HIMS) stake by 1.6% in Q1 2026, selling an estimated $219K and leaving 581,157 shares worth $12.1M. The position accounts for 0.17% of the portfolio, ranked #70.

Summit Trail Advisors first reported a position in HIMS in Q3 2021 and has held it in 17 quarters since. The position peaked at $33.5M in Q3 2025. 434 funds tracked by Wall St. Rank hold HIMS as of Q1 2026.

Summit Trail Advisors held 581,157 shares of Hims & Hers Health worth $12.1M as of Q1 2026.
Summit Trail Advisors sold 9,288 Hims & Hers Health shares in Q1 2026, an estimated $219K.
Hims & Hers Health made up 0.17% of Summit Trail Advisors's portfolio in Q1 2026, its #70 holding.
Summit Trail Advisors first reported a position in Hims & Hers Health in Q3 2021 and has held it in 17 quarters since.
Summit Trail Advisors's Hims & Hers Health position peaked at $33.5M in Q3 2025.
434 funds tracked by Wall St. Rank held Hims & Hers Health as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.