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Bartlett & Co Wealth Management’s Humana HUM Stock Holding History

Bartlett & Co Wealth Management’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 		$704K Sell
2,960
-69
-2% -$14.1K 0.01% 303
2025
Q4 		$778K Sell
3,029
-731
-19% -$192K 0.01% 291
2025
Q3 		$982K Sell
3,760
-151
-4% -$39.7K 0.01% 261
2025
Q2 		$960K Sell
3,911
-10
-0.3% -$2.49K 0.01% 258
2025
Q1 		$1.04M Sell
3,921
-124
-3% -$33.5K 0.02% 248
2024
Q4 		$1.03M Sell
4,045
-7
-0.2% -$1.88K 0.01% 248
2024
Q3 		$1.29M Sell
4,052
-75
-2% -$26.7K 0.02% 232
2024
Q2 		$1.55M Sell
4,127
-1,018
-20% -$344K 0.02% 214
2024
Q1 		$1.79M Buy
5,145
+3
+0.1% +$1.14K 0.03% 210
2023
Q4 		$2.35M Sell
5,142
-8
-0.2% -$3.94K 0.04% 192
2023
Q3 		$2.51M Hold
5,150
– – 0.05% 176
2023
Q2 		$2.31M Buy
5,150
+5,095
+9,264% +$2.56M 0.04% 187
2023
Q1 		$26.7K Hold
55
– – ﹤0.01% 664
2022
Q4 		$28.2K Hold
55
– – ﹤0.01% 661
2022
Q3 		$26.7K Sell
55
-8
-13% -$3.89K ﹤0.01% 659
2022
Q2 		$29.5K Buy
63
+8
+15% +$3.56K ﹤0.01% 665
2022
Q1 		$24K Buy
+55
New +$23K ﹤0.01% 705
2021
Q4 		– Sell
-55
Closed -$21.4K – 611
2021
Q3 		$21.4K Sell
55
-46
-46% -$19.5K ﹤0.01% 626
2021
Q2 		$44.8K Hold
101
– – ﹤0.01% 527
2021
Q1 		$42.4K Hold
101
– – ﹤0.01% 563
2020
Q4 		$41.5K Buy
101
+6
+6% +$2.5K ﹤0.01% 552
2020
Q3 		$39.4K Hold
95
– – ﹤0.01% 523
2020
Q2 		$36.9K Hold
95
– – ﹤0.01% 538
2020
Q1 		$29.9K Hold
95
– – ﹤0.01% 535
2019
Q4 		$34.9K Hold
95
– – ﹤0.01% 586
2019
Q3 		$24.3K Buy
95
+92
+3,067% +$25.8K ﹤0.01% 633
2019
Q2 		$798 Hold
3
– – ﹤0.01% 709
2019
Q1 		$800 Buy
+3
New +$865 ﹤0.01% 692
2018
Q2 		– Sell
-10
Closed -$2.69K – 739
2018
Q1 		$2.69K Buy
+10
New +$2.71K ﹤0.01% 682

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

Bartlett & Co Wealth Management's HUM Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its Humana (HUM) stake by 2.3% in Q1 2026, selling an estimated $14.1K and leaving 2,960 shares worth $704K. The position accounts for 0.01% of the portfolio, ranked #303.

Bartlett & Co Wealth Management first reported a position in HUM in Q1 2018 and has held it in 29 quarters since. The position peaked at $2.51M in Q3 2023. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

  • Bartlett & Co Wealth Management held 2,960 shares of Humana worth $704K as of Q1 2026.
  • Bartlett & Co Wealth Management sold 69 Humana shares in Q1 2026, an estimated $14.1K.
  • Humana made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #303 holding.
  • Bartlett & Co Wealth Management first reported a position in Humana in Q1 2018 and has held it in 29 quarters since.
  • Bartlett & Co Wealth Management's Humana position peaked at $2.51M in Q3 2023.
  • 779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.