United Capital Financial Advisors’s Hims & Hers Health HIMS Stock Holding History

United Capital Financial 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
2025 Q4	–	Sell	-6,504	Closed	-$369K	–	1382
2025 Q3	$369K	Buy	+6,504	New	+$333K	﹤0.01%	957
2022 Q3	–	Sell	-17,844	Closed	-$81K	–	1110
2022 Q2	$81K	Buy	+17,844	New	+$76.1K	﹤0.01%	1095

Other funds holding HIMS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

United Capital Financial Advisors's HIMS Position: Q4 2025 in Review

United Capital Financial Advisors sold out of Hims & Hers Health (HIMS) in Q4 2025, closing a stake of 6,504 shares — an estimated $369K sold.

United Capital Financial Advisors first reported a position in HIMS in Q2 2022 and held it in 2 quarters. The position peaked at $369K in Q3 2025. 485 funds tracked by Wall St. Rank hold HIMS as of Q4 2025.

United Capital Financial Advisors reported no remaining Hims & Hers Health position as of Q4 2025 after selling out during the quarter.
United Capital Financial Advisors sold 6,504 Hims & Hers Health shares in Q4 2025, an estimated $369K.
United Capital Financial Advisors first reported a position in Hims & Hers Health in Q2 2022 and held it in 2 quarters.
United Capital Financial Advisors's Hims & Hers Health position peaked at $369K in Q3 2025.
485 funds tracked by Wall St. Rank held Hims & Hers Health as of Q4 2025.

Based on United Capital Financial Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.