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True Wealth Design’s Hims & Hers Health HIMS Stock Holding History

True Wealth Design’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 		– Sell
-28
Closed -$910 – 2765
2025
Q4 		$910 Hold
28
– – ﹤0.01% 1740
2025
Q3 		$1.59K Hold
28
– – ﹤0.01% 1552
2025
Q2 		$1.4K Sell
28
-6
-18% -$271 ﹤0.01% 1328
2025
Q1 		$1K Buy
34
+4
+13% +$149 ﹤0.01% 1264
2024
Q4 		$726 Buy
30
+2
+7% +$50 ﹤0.01% 1019
2024
Q3 		$516 Buy
+28
New +$501 ﹤0.01% 1094

Other funds holding HIMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DE
Defiance ETFs New York $7.37B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

True Wealth Design's HIMS Position: Q1 2026 in Review

True Wealth Design sold out of Hims & Hers Health (HIMS) in Q1 2026, closing a stake of 28 shares — an estimated $910 sold.

True Wealth Design first reported a position in HIMS in Q3 2024 and held it in 6 quarters. The position peaked at $1.59K in Q3 2025. 436 funds tracked by Wall St. Rank hold HIMS as of Q1 2026.

  • True Wealth Design reported no remaining Hims & Hers Health position as of Q1 2026 after selling out during the quarter.
  • True Wealth Design sold 28 Hims & Hers Health shares in Q1 2026, an estimated $910.
  • True Wealth Design first reported a position in Hims & Hers Health in Q3 2024 and held it in 6 quarters.
  • True Wealth Design's Hims & Hers Health position peaked at $1.59K in Q3 2025.
  • 436 funds tracked by Wall St. Rank held Hims & Hers Health as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.