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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
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 $5.72T 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 $6.98B 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 $1.56T 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 $666B AUM 30.12% 1-Year Est. Return

Whalen Wealth Management's HIMS Position: Q1 2026 in Review

Whalen Wealth Management increased its Hims & Hers Health (HIMS) stake by 116% in Q1 2026, buying an estimated $348K and bringing the position to 27,476 shares worth $570K. The position accounts for 0.31% of the portfolio, ranked #89.

Whalen Wealth Management first reported a position in HIMS in Q3 2025 and has held it in 3 quarters since. The position peaked at $871K in Q3 2025. 434 funds tracked by Wall St. Rank hold HIMS as of Q1 2026.

  • Whalen Wealth Management held 27,476 shares of Hims & Hers Health worth $570K as of Q1 2026.
  • Whalen Wealth Management bought 14,741 Hims & Hers Health shares in Q1 2026, an estimated $348K.
  • Hims & Hers Health made up 0.31% of Whalen Wealth Management's portfolio in Q1 2026, its #89 holding.
  • Whalen Wealth Management first reported a position in Hims & Hers Health in Q3 2025 and has held it in 3 quarters since.
  • Whalen Wealth Management's Hims & Hers Health position peaked at $871K in Q3 2025.
  • 434 funds tracked by Wall St. Rank held Hims & Hers Health as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.