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 Q2	$1.18M	Buy	2,968 +8	+0.3%	+$2.28K	0.01%	259
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 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 $3.37T 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

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

Bartlett & Co Wealth Management's HUM Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Humana (HUM) stake by 0.27% in Q2 2026, buying an estimated $2.28K and bringing the position to 2,968 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #259.

Bartlett & Co Wealth Management first reported a position in HUM in Q1 2018 and has held it in 30 quarters since. The position peaked at $2.51M in Q3 2023. 925 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

Bartlett & Co Wealth Management held 2,968 shares of Humana worth $1.18M as of Q2 2026.
Bartlett & Co Wealth Management bought 8 Humana shares in Q2 2026, an estimated $2.28K.
Humana made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #259 holding.
Bartlett & Co Wealth Management first reported a position in Humana in Q1 2018 and has held it in 30 quarters since.
Bartlett & Co Wealth Management's Humana position peaked at $2.51M in Q3 2023.
925 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.