AE Wealth Management’s Humana HUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,152
| Closed | -$295K | – | 2637 |
|
|
2025
Q4 | $295K | Buy |
1,152
+231
| +25% | +$60.6K | ﹤0.01% | 1319 |
|
|
2025
Q3 | $240K | Buy |
+921
| New | +$242K | ﹤0.01% | 1306 |
|
|
2024
Q3 | – | Sell |
-3,507
| Closed | -$1.31M | – | 1278 |
|
|
2024
Q2 | $1.31M | Buy |
3,507
+2,599
| +286% | +$878K | 0.01% | 640 |
|
|
2024
Q1 | $315K | Sell |
908
-23,849
| -96% | -$9.04M | ﹤0.01% | 947 |
|
|
2023
Q4 | $8.94M | Buy |
24,757
+13,005
| +111% | +$6.41M | 0.05% | 419 |
|
|
2023
Q3 | $5.72M | Sell |
11,752
-10,512
| -47% | -$4.94M | 0.03% | 510 |
|
|
2023
Q2 | $9.95M | Buy |
22,264
+3,127
| +16% | +$1.57M | 0.06% | 373 |
|
|
2023
Q1 | $9.29M | Sell |
19,137
-78
| -0.4% | -$38.6K | 0.06% | 360 |
|
|
2022
Q4 | $9.84M | Buy |
19,215
+12,846
| +202% | +$6.75M | 0.07% | 324 |
|
|
2022
Q3 | $3.09M | Buy |
6,369
+3,606
| +131% | +$1.75M | 0.02% | 562 |
|
|
2022
Q2 | $1.29M | Sell |
2,763
-8,520
| -76% | -$3.79M | 0.01% | 810 |
|
|
2022
Q1 | $4.91M | Buy |
11,283
+8,728
| +342% | +$3.65M | 0.03% | 443 |
|
|
2021
Q4 | $1.19M | Sell |
2,555
-7,087
| -74% | -$3.14M | 0.01% | 871 |
|
|
2021
Q3 | $3.75M | Buy |
9,642
+6,611
| +218% | +$2.81M | 0.03% | 448 |
|
|
2021
Q2 | $1.34M | Sell |
3,031
-9,114
| -75% | -$3.98M | 0.01% | 742 |
|
|
2021
Q1 | $5.09M | Buy |
12,145
+4,584
| +61% | +$1.83M | 0.05% | 308 |
|
|
2020
Q4 | $3.1M | Buy |
7,561
+3,755
| +99% | +$1.56M | 0.04% | 375 |
|
|
2020
Q3 | $1.57M | Sell |
3,806
-1,382
| -27% | -$556K | 0.02% | 502 |
|
|
2020
Q2 | $2.01M | Buy |
5,188
+1,874
| +57% | +$701K | 0.03% | 406 |
|
|
2020
Q1 | $1.04M | Sell |
3,314
-141
| -4% | -$47.6K | 0.02% | 476 |
|
|
2019
Q4 | $1.27M | Sell |
3,455
-5
| -0.1% | -$1.59K | 0.03% | 479 |
|
|
2019
Q3 | $885K | Buy |
3,460
+273
| +9% | +$76.5K | 0.03% | 481 |
|
|
2019
Q2 | $846K | Buy |
3,187
+128
| +4% | +$32.5K | 0.03% | 452 |
|
|
2019
Q1 | $814K | Sell |
3,059
-168
| -5% | -$48.4K | 0.06% | 243 |
|
|
2018
Q4 | $924K | Sell |
3,227
-383
| -11% | -$121K | 0.16% | 156 |
|
|
2018
Q3 | $1.22M | Sell |
3,610
-182
| -5% | -$59.1K | 0.07% | 186 |
|
|
2018
Q2 | $1.13M | Buy |
3,792
+2,275
| +150% | +$666K | 0.08% | 150 |
|
|
2018
Q1 | $408K | Sell |
1,517
-1
| -0.1% | -$271 | 0.03% | 275 |
|
|
2017
Q4 | $377K | Sell |
1,518
-600
| -28% | -$148K | 0.03% | 276 |
|
|
2017
Q3 | $516K | Buy |
2,118
+813
| +62% | +$199K | 0.05% | 229 |
|
|
2017
Q2 | $314K | Hold |
1,305
| – | – | 0.04% | 290 |
|
|
2017
Q1 | $269K | Buy |
1,305
+48
| +4% | +$9.92K | 0.05% | 221 |
|
|
2016
Q4 | $256K | Buy |
+1,257
| New | +$240K | 0.1% | 164 |
|
Other funds holding HUM
SC
AE Wealth Management's HUM Position: Q1 2026 in Review
AE Wealth Management sold out of Humana (HUM) in Q1 2026, closing a stake of 1,152 shares — an estimated $295K sold.
AE Wealth Management first reported a position in HUM in Q4 2016 and held it in 33 quarters. The position peaked at $9.95M in Q2 2023. 784 funds tracked by Wall St. Rank hold HUM as of Q1 2026.
- AE Wealth Management reported no remaining Humana position as of Q1 2026 after selling out during the quarter.
- AE Wealth Management sold 1,152 Humana shares in Q1 2026, an estimated $295K.
- AE Wealth Management first reported a position in Humana in Q4 2016 and held it in 33 quarters.
- AE Wealth Management's Humana position peaked at $9.95M in Q2 2023.
- 784 funds tracked by Wall St. Rank held Humana as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.