Bay Harbor Wealth Management’s Humana HUM Stock Holding History

Bay Harbor 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	$5.56K	Buy	14 +11	+367%	+$3.13K	﹤0.01%	398
2026 Q1	$520	Sell	3 -5	-63%	-$1.02K	﹤0.01%	980
2025 Q4	$2.05K	Buy	8 +2	+33%	+$524	﹤0.01%	476
2025 Q3	$1.56K	Buy	6 +3	+100%	+$789	﹤0.01%	410
2025 Q2	$733	Buy	3 +1	+50%	+$249	﹤0.01%	529
2025 Q1	$530	Buy	+2	New	+$541	﹤0.01%	418
2023 Q2	–	Sell	-5	Closed	-$2.43K	–	172
2023 Q1	$2.43K	Hold	5	–	–	﹤0.01%	133
2022 Q4	$3K	Hold	5	–	–	﹤0.01%	150
2022 Q3	$2K	Buy	+5	New	+$2.43K	﹤0.01%	168
2021 Q3	–	Sell	-5	Closed	-$2K	–	214
2021 Q2	$2K	Hold	5	–	–	﹤0.01%	195
2021 Q1	$2K	Sell	5 -7	-58%	-$2.79K	﹤0.01%	199
2020 Q4	$5K	Buy	12 +6	+100%	+$2.5K	﹤0.01%	282
2020 Q3	$2K	Buy	6 +1	+20%	+$402	﹤0.01%	320
2020 Q2	$2K	Buy	+5	New	+$1.87K	﹤0.01%	289

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

Bay Harbor Wealth Management's HUM Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Humana (HUM) stake by 367% in Q2 2026, buying an estimated $3.13K and bringing the position to 14 shares worth $5.56K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Bay Harbor Wealth Management first reported a position in HUM in Q2 2020 and has held it in 14 quarters since. 923 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

Bay Harbor Wealth Management held 14 shares of Humana worth $5.56K as of Q2 2026.
Bay Harbor Wealth Management bought 11 Humana shares in Q2 2026, an estimated $3.13K.
Humana made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #398 holding.
Bay Harbor Wealth Management first reported a position in Humana in Q2 2020 and has held it in 14 quarters since.
923 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.