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	–	1070
2021 Q1	$26K	Buy	+2,000	New	+$33.5K	﹤0.01%	1079

Other funds holding HIMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Valeo Financial Advisors's HIMS Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Hims & Hers Health (HIMS) in Q2 2026: 6,484 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #726 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in HIMS as recently as Q3 2025.

Valeo Financial Advisors first reported a position in HIMS in Q1 2021 and has held it in 5 quarters since. The position peaked at $307K in Q2 2025. 506 funds tracked by Wall St. Rank hold HIMS as of Q2 2026.

Valeo Financial Advisors held 6,484 shares of Hims & Hers Health worth $225K as of Q2 2026.
Hims & Hers Health was a new Valeo Financial Advisors position in Q2 2026.
Hims & Hers Health made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #726 holding.
Valeo Financial Advisors first reported a position in Hims & Hers Health in Q1 2021 and has held it in 5 quarters since.
Valeo Financial Advisors's Hims & Hers Health position peaked at $307K in Q2 2025.
506 funds tracked by Wall St. Rank held Hims & Hers Health as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.