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 Q3	–	Sell	-6,484	Closed	-$225K	–	881
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

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Valeo Financial Advisors's HIMS Position: Q3 2026 in Review

Valeo Financial Advisors sold out of Hims & Hers Health (HIMS) in Q3 2026, closing a stake of 6,484 shares — an estimated $225K sold.

Valeo Financial Advisors first reported a position in HIMS in Q1 2021 and held it in 5 quarters. The position peaked at $307K in Q2 2025. 17 funds tracked by Wall St. Rank hold HIMS as of Q3 2026.

Valeo Financial Advisors reported no remaining Hims & Hers Health position as of Q3 2026 after selling out during the quarter.
Valeo Financial Advisors sold 6,484 Hims & Hers Health shares in Q3 2026, an estimated $225K.
Valeo Financial Advisors first reported a position in Hims & Hers Health in Q1 2021 and held it in 5 quarters.
Valeo Financial Advisors's Hims & Hers Health position peaked at $307K in Q2 2025.
17 funds tracked by Wall St. Rank held Hims & Hers Health as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.