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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
2025
Q2 		– Sell
-1,300
Closed -$38.4K – 802
2025
Q1 		$38.4K Buy
+1,300
New +$48.3K ﹤0.01% 674

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
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
GI
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.