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Hims & Hers Heal shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Hims & Hers Heal (HIMS) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Hims & Hers Heal

Tip: Access up to 7 years of quarterly data

All positions including Hims & Hers Heal held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hims & Hers Heal by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $914k 16k 56.72
2025-06-30 $803k 16k 49.85
2025-03-31 $476k 16k 29.55
2024-12-31 $390k 16k 24.18
2024-09-30 $297k 16k 18.42

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Broadcom (AVGO)
Palantir Technologies Cl A (PLTR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Heritage Wealth Management

Top funds holding Hims & Hers Heal

BlackRock
Vanguard Group
Capital World Investors
Jpmorgan Chase & Co
Susquehanna International
Citadel Advisors
Farallon Capital Management
Goldman Sachs Group
Renaissance Technologies
Jane Street
State Street Corporation
Toroso Investments
Morgan Stanley
Geode Capital Management
D. E. Shaw & Co

View all funds holding Hims & Hers Heal