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Basecamp Wealth Advisors’s Humana HUM Stock Holding History

Basecamp Wealth Advisors’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 		$292K Buy
735
+41
+6% +$11.7K 0.05% 202
2026
Q1 		$120K Sell
694
-148
-18% -$30.3K 0.02% 355
2025
Q4 		$216K Buy
+842
New +$221K 0.05% 228

Other funds holding HUM

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Basecamp Wealth Advisors's HUM Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Humana (HUM) stake by 5.9% in Q2 2026, buying an estimated $11.7K and bringing the position to 735 shares worth $292K. The position accounts for 0.05% of the portfolio, ranked #202.

Basecamp Wealth Advisors first reported a position in HUM in Q4 2025 and has held it in 3 quarters since. 924 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • Basecamp Wealth Advisors held 735 shares of Humana worth $292K as of Q2 2026.
  • Basecamp Wealth Advisors bought 41 Humana shares in Q2 2026, an estimated $11.7K.
  • Humana made up 0.05% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #202 holding.
  • Basecamp Wealth Advisors first reported a position in Humana in Q4 2025 and has held it in 3 quarters since.
  • 924 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.