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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WealthPlan Investment Management's HIMS Position: Q2 2026 in Review

WealthPlan Investment Management increased its Hims & Hers Health (HIMS) stake by 1.2% in Q2 2026, buying an estimated $12.1K and bringing the position to 38,878 shares worth $1.35M. The position accounts for 0.07% of the portfolio, ranked #201.

WealthPlan Investment Management first reported a position in HIMS in Q3 2024 and has held it in 8 quarters since. 506 funds tracked by Wall St. Rank hold HIMS as of Q2 2026.

WealthPlan Investment Management held 38,878 shares of Hims & Hers Health worth $1.35M as of Q2 2026.
WealthPlan Investment Management bought 452 Hims & Hers Health shares in Q2 2026, an estimated $12.1K.
Hims & Hers Health made up 0.07% of WealthPlan Investment Management's portfolio in Q2 2026, its #201 holding.
WealthPlan Investment Management first reported a position in Hims & Hers Health in Q3 2024 and has held it in 8 quarters since.
506 funds tracked by Wall St. Rank held Hims & Hers Health as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.