Badgley Phelps Wealth Managers’s Humana HUM Stock Holding History

Badgley Phelps Wealth Managers’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	$359K	Sell	2,059 -9	-0.4%	-$1.84K	0.01%	266
2025 Q4	$532K	Hold	2,068	–	–	0.01%	233
2025 Q3	$540K	Sell	2,068 -5	-0.2%	-$1.31K	0.01%	220
2025 Q2	$509K	Sell	2,073 -1	-0%	-$249	0.01%	215
2025 Q1	$549K	Buy	2,074 +10	+0.5%	+$2.71K	0.01%	206
2024 Q4	$524K	Sell	2,064 -11	-0.5%	-$2.95K	0.01%	206
2024 Q3	$659K	Sell	2,075 -52	-2%	-$18.5K	0.02%	192
2024 Q2	$795K	Sell	2,127 -603	-22%	-$204K	0.02%	173
2024 Q1	$968K	Sell	2,730 -19,318	-88%	-$7.32M	0.02%	168
2023 Q4	$10.1M	Sell	22,048 -7,185	-25%	-$3.54M	0.28%	95
2023 Q3	$14.2M	Buy	29,233 +309	+1%	+$145K	0.48%	69
2023 Q2	$12.9M	Buy	28,924 +529	+2%	+$266K	0.43%	77
2023 Q1	$13.8M	Buy	28,395 +2,479	+10%	+$1.23M	0.51%	68
2022 Q4	$13.3M	Buy	+25,916	New	+$13.6M	0.53%	65

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

Badgley Phelps Wealth Managers's HUM Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its Humana (HUM) stake by 0.44% in Q1 2026, selling an estimated $1.84K and leaving 2,059 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #266.

Badgley Phelps Wealth Managers first reported a position in HUM in Q4 2022 and has held it in 14 quarters since. The position peaked at $14.2M in Q3 2023. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

Badgley Phelps Wealth Managers held 2,059 shares of Humana worth $359K as of Q1 2026.
Badgley Phelps Wealth Managers sold 9 Humana shares in Q1 2026, an estimated $1.84K.
Humana made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #266 holding.
Badgley Phelps Wealth Managers first reported a position in Humana in Q4 2022 and has held it in 14 quarters since.
Badgley Phelps Wealth Managers's Humana position peaked at $14.2M in Q3 2023.
779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.