WealthPlan Investment Management’s Hims & Hers Health HIMS Stock Holding History

WealthPlan Investment Management’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	$1.15M	Sell	38,682 -196	-0.5%	-$6.01K	0.06%	218
2026 Q2	$1.35M	Buy	38,878 +452	+1%	+$12.1K	0.07%	201
2026 Q1	$798K	Buy	38,426 +23,531	+158%	+$556K	0.04%	240
2025 Q4	$484K	Sell	14,895 -64	-0.4%	-$2.74K	0.03%	259
2025 Q3	$848K	Sell	14,959 -1,445	-9%	-$74K	0.06%	188
2025 Q2	$818K	Buy	16,404 +410	+3%	+$18.5K	0.06%	195
2025 Q1	$473K	Sell	15,994 -10,336	-39%	-$384K	0.05%	178
2024 Q4	$637K	Sell	26,330 -30,232	-53%	-$749K	0.06%	150
2024 Q3	$1.04M	Buy	+56,562	New	+$1.01M	0.11%	127

Other funds holding HIMS

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

STAS

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

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

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

Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return

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

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

Stonekeep Investments Sante Fe, New Mexico $172M AUM 9.59% 1-Year Est. Return

FFA

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

WealthPlan Investment Management's HIMS Position: Q3 2026 in Review

WealthPlan Investment Management reduced its Hims & Hers Health (HIMS) stake by 0.5% in Q3 2026, selling an estimated $6.01K and leaving 38,682 shares worth $1.15M. The position accounts for 0.06% of the portfolio, ranked #218.

WealthPlan Investment Management first reported a position in HIMS in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.35M in Q2 2026. 29 funds tracked by Wall St. Rank hold HIMS as of Q3 2026.

WealthPlan Investment Management held 38,682 shares of Hims & Hers Health worth $1.15M as of Q3 2026.
WealthPlan Investment Management sold 196 Hims & Hers Health shares in Q3 2026, an estimated $6.01K.
Hims & Hers Health made up 0.06% of WealthPlan Investment Management's portfolio in Q3 2026, its #218 holding.
WealthPlan Investment Management first reported a position in Hims & Hers Health in Q3 2024 and has held it in 9 quarters since.
WealthPlan Investment Management's Hims & Hers Health position peaked at $1.35M in Q2 2026.
29 funds tracked by Wall St. Rank held Hims & Hers Health as of Q3 2026.

Based on WealthPlan Investment Management's 13F filing for Q3 2026, filed 15 Oct 2026.