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Summit Wealth Group (Colorado)’s Hims & Hers Health HIMS Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-1,719
Closed -$253K – 418
2025
Q3 		$253K Buy
+1,719
New +$88.1K 0.03% 404

Other funds holding HIMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Wealth Group (Colorado)'s HIMS Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Hims & Hers Health (HIMS) in Q4 2025, closing a stake of 1,719 shares — an estimated $253K sold.

Summit Wealth Group (Colorado) first reported a position in HIMS in Q3 2025 and held it in 1 quarter. The position peaked at $253K in Q3 2025. 486 funds tracked by Wall St. Rank hold HIMS as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Hims & Hers Health position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,719 Hims & Hers Health shares in Q4 2025, an estimated $253K.
  • Summit Wealth Group (Colorado) first reported a position in Hims & Hers Health in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Hims & Hers Health position peaked at $253K in Q3 2025.
  • 486 funds tracked by Wall St. Rank held Hims & Hers Health as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.