AE Wealth Management’s Humana HUM Stock Holding History

AE Wealth Management’s Portfolio HUM Stock Details HUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-1,111	Closed	-$14K	–	1671
2021 Q2	$14K	Buy	+1,111	New	+$485K	﹤0.01%	1560

Other funds holding HUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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. 780 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.
780 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.