Position in HIMS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$12,064,819
-$7,106,930 QoQ
Shares Held
581,157
-1.6% QoQ
Ownership
0.251%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HIMS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Mar 31, 2026Summit Trail Advisors, LLC holds $21,379,825 across 11 Drug Manufacturers - Specialty & Generic names. HIMS ranks #1 (56.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HIMS |
Hims & Hers Health, Inc.
This page
|
581,157 | $12,064,819 | |
| 2 | ELAN |
Elanco Animal Health Inc
|
109,719 | $2,625,575 | |
| 3 | ZTS |
Zoetis Inc.
|
17,611 | $2,081,796 | |
| 4 | VTRS |
Viatris Inc
|
67,778 | $915,680 | |
| 5 | PRGO |
PERRIGO Co plc
|
72,968 | $783,676 | |
| 6 | UTHR |
UNITED THERAPEUTICS Corp
|
1,298 | $769,688 | |
| 7 | TAK |
Takeda Pharmaceutical Co Ltd
|
31,263 | $578,990 | |
| 8 | NBIX |
Neurocrine Biosciences Inc
|
3,835 | $505,222 |
All Filings in HIMS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,064,819 | 581,157 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $19,171,749 | 590,445 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $33,498,605 | 590,596 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $27,903,487 | 559,749 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $6,606,369 | 358,652 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,370,621 | 365,063 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,189,028 | 270,784 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $838,130 | 94,172 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $591,310 | 94,008 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $885,602 | 94,213 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $934,592 | 94,213 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $125,937 | 19,647 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $109,630 | 19,647 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $89,000 | 19,647 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $104,718 | 19,647 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $128,687 | 19,647 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $148,138 | 19,647 | Shares | Sole | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||