Wealth Enhancement Advisory Services
HIMS icon

Wealth Enhancement Advisory Services’s Hims & Hers Health HIMS Stock Holding History

Wealth Enhancement Advisory Services’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
Q1 		– Sell
-25,290
Closed -$897K – 3727
2025
Q4 		$897K Buy
25,290
+6,003
+31% +$257K ﹤0.01% 2030
2025
Q3 		$1.12M Buy
19,287
+3,649
+23% +$187K ﹤0.01% 1778
2025
Q2 		$750K Buy
15,638
+3,050
+24% +$138K ﹤0.01% 1920
2025
Q1 		$372K Buy
12,588
+3,770
+43% +$140K ﹤0.01% 2271
2024
Q4 		$213K Buy
+8,818
New +$218K ﹤0.01% 2644
2024
Q3 		– Sell
-13,486
Closed -$272K – 2854
2024
Q2 		$272K Buy
+13,486
New +$224K ﹤0.01% 2049

Other funds holding HIMS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DE
Defiance ETFs New York $6.95B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return