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Arkadios Wealth Advisors’s Humana HUM Stock Holding History

Arkadios Wealth Advisors’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
2026
Q2 		$318K Sell
800
-300
-27% -$85.4K ﹤0.01% 1370
2026
Q1 		$191K Buy
1,100
+400
+57% +$82K ﹤0.01% 1576
2025
Q4 		$179K Sell
700
-300
-30% -$78.6K ﹤0.01% 1464
2025
Q3 		$260K Buy
1,000
+400
+67% +$105K 0.01% 1213
2025
Q2 		$147K Buy
+600
New +$150K ﹤0.01% 1232

Other funds holding HUM

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arkadios Wealth Advisors's HUM Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Humana (HUM) stake by 23% in Q2 2026, selling an estimated $255K and leaving 2,932 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #750.

Arkadios Wealth Advisors first reported a position in HUM in Q4 2019 and has held it in 13 quarters since. 925 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • Arkadios Wealth Advisors held 2,932 shares of Humana worth $1.16M as of Q2 2026.
  • Arkadios Wealth Advisors sold 894 Humana shares in Q2 2026, an estimated $255K.
  • Humana made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #750 holding.
  • Arkadios Wealth Advisors first reported a position in Humana in Q4 2019 and has held it in 13 quarters since.
  • 925 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.