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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
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

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Avion Wealth's HUM Position: Q1 2026 in Review

Avion Wealth reduced its Humana (HUM) stake by 22% in Q1 2026, selling an estimated $820 and leaving 14 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

Avion Wealth first reported a position in HUM in Q2 2021 and has held it in 16 quarters since. The position peaked at $8K in Q3 2025. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

  • Avion Wealth held 14 shares of Humana worth $2K as of Q1 2026.
  • Avion Wealth sold 4 Humana shares in Q1 2026, an estimated $820.
  • Humana made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #867 holding.
  • Avion Wealth first reported a position in Humana in Q2 2021 and has held it in 16 quarters since.
  • Avion Wealth's Humana position peaked at $8K in Q3 2025.
  • 779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.