Bank Julius Baer & Co
HUM icon

Bank Julius Baer & Co’s Humana HUM Stock Holding History

Bank Julius Baer & Co’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 		– Sell
-255
Closed -$65.3K – 694
2025
Q4 		$65.3K Hold
255
– – ﹤0.01% 563
2025
Q3 		$66.4K Sell
255
-333
-57% -$87.6K ﹤0.01% 573
2025
Q2 		$144K Buy
588
+249
+73% +$62.1K ﹤0.01% 467
2025
Q1 		$89.8K Buy
339
+31
+10% +$8.38K ﹤0.01% 492
2024
Q4 		$86.3K Buy
+308
New +$82.6K ﹤0.01% 489
2024
Q3 		– Sell
-13
Closed -$5.61K – 528
2024
Q2 		$5.61K Sell
13
-77
-86% -$26K ﹤0.01% 480
2024
Q1 		$31.2K Sell
90
-543
-86% -$206K ﹤0.01% 492
2023
Q4 		$290K Sell
633
-12,462
-95% -$6.14M ﹤0.01% 373
2023
Q3 		$6.37M Sell
13,095
-146
-1% -$68.6K 0.04% 166
2023
Q2 		$5.92M Buy
13,241
+297
+2% +$150K 0.04% 175
2023
Q1 		$6.28M Buy
12,944
+913
+8% +$451K 0.04% 172
2022
Q4 		$6.16M Buy
12,031
+11,732
+3,924% +$6.17M 0.04% 170
2022
Q3 		$145K Sell
299
-1
-0.3% -$486 ﹤0.01% 429
2022
Q2 		$140K Buy
+300
New +$133K ﹤0.01% 450
2021
Q3 		– Sell
-876
Closed -$388K – 831
2021
Q2 		$388K Buy
+876
New +$383K ﹤0.01% 485
2021
Q1 		– Sell
-1,999
Closed -$820K – 853
2020
Q4 		$820K Buy
1,999
+1,041
+109% +$433K 0.01% 381
2020
Q3 		$397K Sell
958
-1,896
-66% -$763K ﹤0.01% 415
2020
Q2 		$1.11M Sell
2,854
-70
-2% -$26.2K 0.01% 258
2020
Q1 		$918K Buy
+2,924
New +$986K 0.02% 234

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

Bank Julius Baer & Co's HUM Position: Q1 2026 in Review

Bank Julius Baer & Co sold out of Humana (HUM) in Q1 2026, closing a stake of 255 shares — an estimated $65.3K sold.

Bank Julius Baer & Co first reported a position in HUM in Q1 2020 and held it in 19 quarters. The position peaked at $6.37M in Q3 2023. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

  • Bank Julius Baer & Co reported no remaining Humana position as of Q1 2026 after selling out during the quarter.
  • Bank Julius Baer & Co sold 255 Humana shares in Q1 2026, an estimated $65.3K.
  • Bank Julius Baer & Co first reported a position in Humana in Q1 2020 and held it in 19 quarters.
  • Bank Julius Baer & Co's Humana position peaked at $6.37M in Q3 2023.
  • 779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.