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Whalen Wealth Management’s Hims & Hers Health HIMS Stock Holding History

Whalen Wealth 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 		– Sell
-27,476
Closed -$570K – 206
2026
Q1 		$570K Buy
27,476
+14,741
+116% +$348K 0.31% 89
2025
Q4 		$413K Sell
12,735
-2,619
-17% -$112K 0.22% 131
2025
Q3 		$871K Buy
+15,354
New +$787K 0.51% 49

Other funds holding HIMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Whalen Wealth Management's HIMS Position: Q2 2026 in Review

Whalen Wealth Management sold out of Hims & Hers Health (HIMS) in Q2 2026, closing a stake of 27,476 shares — an estimated $570K sold.

Whalen Wealth Management first reported a position in HIMS in Q3 2025 and held it in 3 quarters. The position peaked at $871K in Q3 2025. 506 funds tracked by Wall St. Rank hold HIMS as of Q2 2026.

  • Whalen Wealth Management reported no remaining Hims & Hers Health position as of Q2 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 27,476 Hims & Hers Health shares in Q2 2026, an estimated $570K.
  • Whalen Wealth Management first reported a position in Hims & Hers Health in Q3 2025 and held it in 3 quarters.
  • Whalen Wealth Management's Hims & Hers Health position peaked at $871K in Q3 2025.
  • 506 funds tracked by Wall St. Rank held Hims & Hers Health as of Q2 2026.

Based on Whalen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.