Bank of Montreal’s Humana HUM Stock Holding History

Bank of Montreal’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	-10,000	Closed	-$2.56M	–	3867
2025 Q4	$2.56M	Hold	10,000	–	–	﹤0.01%	1562
2025 Q3	$2.6M	Buy	+10,000	New	+$2.63M	﹤0.01%	1543
2019 Q4	–	Sell	-9,500	Closed	-$2.43M	–	4916
2019 Q3	$2.43M	Buy	+9,500	New	+$2.66M	﹤0.01%	1552

Other funds holding HUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Bank of Montreal's HUM Position: Q1 2026 in Review

Bank of Montreal reduced its Humana (HUM) stake by 1.6% in Q1 2026, selling an estimated $589K and leaving 173,593 shares worth $30.1M. The position accounts for 0.01% of the portfolio, ranked #695.

Bank of Montreal first reported a position in HUM in Q2 2013 and has held it in 52 quarters since. The position peaked at $251M in Q4 2020. 781 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

Bank of Montreal held 173,593 shares of Humana worth $30.1M as of Q1 2026.
Bank of Montreal sold 2,872 Humana shares in Q1 2026, an estimated $589K.
Humana made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #695 holding.
Bank of Montreal first reported a position in Humana in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's Humana position peaked at $251M in Q4 2020.
781 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.