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Avion Wealth’s Humana HUM Stock Holding History

Avion Wealth’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
Q3 		$17K Buy
46
+1
+2% +$389 ﹤0.01% 427
2026
Q2 		$17K Buy
45
+31
+221% +$8.83K ﹤0.01% 428
2026
Q1 		$2K Sell
14
-4
-22% -$820 ﹤0.01% 867
2025
Q4 		$4K Sell
18
-13
-42% -$3.41K ﹤0.01% 705
2025
Q3 		$8K Buy
31
+9
+41% +$2.37K ﹤0.01% 535
2025
Q2 		$5K Buy
22
+11
+100% +$2.74K ﹤0.01% 621
2025
Q1 		$2K Hold
11
– – ﹤0.01% 719
2024
Q4 		$2K Sell
11
-2
-15% -$536 ﹤0.01% 716
2024
Q3 		$4K Hold
13
– – ﹤0.01% 568
2024
Q2 		$4K Buy
13
+12
+1,200% +$4.05K ﹤0.01% 509
2024
Q1 		$1K Sell
1
-3
-75% -$1.14K ﹤0.01% 973
2023
Q4 		$2K Sell
4
-1
-20% -$493 ﹤0.01% 576
2023
Q3 		$1K Sell
5
-2
-29% -$940 ﹤0.01% 652
2023
Q2 		$2K Buy
7
+4
+133% +$2.01K ﹤0.01% 474
2023
Q1 		$1K Buy
+3
New +$1.48K ﹤0.01% 448
2022
Q1 		– Sell
-3
Closed -$1K – 414
2021
Q4 		$1K Hold
3
– – ﹤0.01% 374
2021
Q3 		$1K Hold
3
– – ﹤0.01% 354
2021
Q2 		$1K Buy
+3
New +$1.31K ﹤0.01% 340

Other funds holding HUM

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
BCV Asset Management
BCV Asset Management Winnipeg $3.28B AUM 35.43% 1-Year Est. Return

Avion Wealth's HUM Position: Q3 2026 in Review

Avion Wealth increased its Humana (HUM) stake by 2.2% in Q3 2026, buying an estimated $389 and bringing the position to 46 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Avion Wealth first reported a position in HUM in Q2 2021 and has held it in 18 quarters since. 518 funds tracked by Wall St. Rank hold HUM as of Q3 2026.

  • Avion Wealth held 46 shares of Humana worth $17K as of Q3 2026.
  • Avion Wealth bought 1 Humana share in Q3 2026, an estimated $389.
  • Humana made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #427 holding.
  • Avion Wealth first reported a position in Humana in Q2 2021 and has held it in 18 quarters since.
  • 518 funds tracked by Wall St. Rank held Humana as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.