Beacon Financial Strategies’s Humana HUM Stock Holding History

Beacon Financial Strategies’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	Hold	736	–	–	0.15%	37
2026 Q1	$128K	Hold	736	–	–	0.07%	50
2025 Q4	$189K	Buy	+736	New	+$193K	0.11%	42
2024 Q4	–	Sell	-651	Closed	-$206K	–	36
2024 Q3	$206K	Sell	651 -38	-6%	-$13.5K	0.14%	33
2024 Q2	$257K	Hold	689	–	–	0.19%	31
2024 Q1	$239K	Sell	689 -42	-6%	-$15.9K	0.17%	31
2023 Q4	$335K	Buy	731 +62	+9%	+$30.6K	0.26%	24
2023 Q3	$325K	Sell	669 -65	-9%	-$30.5K	0.28%	23
2023 Q2	$328K	Hold	734	–	–	0.27%	30
2023 Q1	$356K	Hold	734	–	–	0.31%	24
2022 Q4	$376K	Hold	734	–	–	0.34%	21
2022 Q3	$356K	Hold	734	–	–	0.34%	20
2022 Q2	$344K	Hold	734	–	–	0.32%	24
2022 Q1	$319K	Hold	734	–	–	0.27%	26
2021 Q4	$340K	Hold	734	–	–	0.29%	25
2021 Q3	$286K	Hold	734	–	–	0.26%	26
2021 Q2	$325K	Buy	+734	New	+$321K	0.28%	22

Other funds holding HUM

HGIM

High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Beacon Financial Strategies's HUM Position: Q2 2026 in Review

Beacon Financial Strategies held its Humana (HUM) position steady in Q2 2026 at 736 shares worth $292K. The position accounts for 0.15% of the portfolio, ranked #37.

Beacon Financial Strategies first reported a position in HUM in Q2 2021 and has held it in 17 quarters since. The position peaked at $376K in Q4 2022. 190 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

Beacon Financial Strategies held 736 shares of Humana worth $292K as of Q2 2026.
Beacon Financial Strategies left its Humana share count unchanged in Q2 2026.
Humana made up 0.15% of Beacon Financial Strategies's portfolio in Q2 2026, its #37 holding.
Beacon Financial Strategies first reported a position in Humana in Q2 2021 and has held it in 17 quarters since.
Beacon Financial Strategies's Humana position peaked at $376K in Q4 2022.
190 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.