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

Valeo 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
2026 Q2	$225K	Buy	+6,484	New	+$174K	﹤0.01%	726
2025 Q4	–	Sell	-4,320	Closed	-$245K	–	864
2025 Q3	$245K	Sell	4,320 -1,848	-30%	-$94.7K	0.01%	678
2025 Q2	$307K	Buy	6,168 +306	+5%	+$13.8K	0.01%	573
2025 Q1	$173K	Buy	+5,862	New	+$218K	﹤0.01%	649
2021 Q2	–	Sell	-2,000	Closed	-$26K	–	1072
2021 Q1	$26K	Buy	+2,000	New	+$33.5K	﹤0.01%	1079

Other funds holding HIMS

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

REX Advisers Fairfield, Connecticut $37.3M AUM

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Stonekeep Investments Sante Fe, New Mexico $172M AUM 16.76% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return