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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

SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $1B AUM 33.02% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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. 169 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.
  • 169 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.