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 Q2	$3.97M	Sell	10,000 -5,000	-33%	-$1.42M	﹤0.01%	1464
2026 Q1	$2.6M	Buy	+15,000	New	+$3.07M	﹤0.01%	1561
2019 Q2	–	Sell	-3,400	Closed	-$904K	–	4959
2019 Q1	$904K	Buy	+3,400	New	+$980K	﹤0.01%	2059
2015 Q3	–	Sell	-8,700	Closed	-$1.66M	–	4065
2015 Q2	$1.66M	Buy	+8,700	New	+$1.61M	﹤0.01%	1453

Other funds holding HUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal's HUM Position: Q2 2026 in Review

Bank of Montreal reduced its Humana (HUM) stake by 8.9% in Q2 2026, selling an estimated $4.4M and leaving 158,143 shares worth $62.8M. The position accounts for 0.02% of the portfolio, ranked #528.

Bank of Montreal first reported a position in HUM in Q2 2013 and has held it in 53 quarters since. The position peaked at $251M in Q4 2020. 928 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

Bank of Montreal held 158,143 shares of Humana worth $62.8M as of Q2 2026.
Bank of Montreal sold 15,450 Humana shares in Q2 2026, an estimated $4.4M.
Humana made up 0.02% of Bank of Montreal's portfolio in Q2 2026, its #528 holding.
Bank of Montreal first reported a position in Humana in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's Humana position peaked at $251M in Q4 2020.
928 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.