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Beacon Pointe Advisors’s Humana HUM Stock Holding History

Beacon Pointe 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
Q1 		$362K Buy
2,090
+985
+89% +$202K ﹤0.01% 1443
2025
Q4 		$283K Buy
1,105
+19
+2% +$4.98K ﹤0.01% 1289
2025
Q3 		$283K Sell
1,086
-482
-31% -$127K ﹤0.01% 1202
2025
Q2 		$383K Buy
1,568
+331
+27% +$82.5K ﹤0.01% 968
2025
Q1 		$327K Buy
1,237
+88
+8% +$23.8K ﹤0.01% 989
2024
Q4 		$291K Sell
1,149
-312
-21% -$83.7K ﹤0.01% 1023
2024
Q3 		$463K Sell
1,461
-320
-18% -$114K 0.01% 881
2024
Q2 		$665K Sell
1,781
-524
-23% -$177K 0.01% 777
2024
Q1 		$799K Sell
2,305
-117
-5% -$44.3K 0.01% 753
2023
Q4 		$1.11M Sell
2,422
-706
-23% -$348K 0.01% 631
2023
Q3 		$1.52M Buy
3,128
+822
+36% +$386K 0.02% 525
2023
Q2 		$1.03M Buy
2,306
+154
+7% +$77.5K 0.02% 520
2023
Q1 		$1.05M Sell
2,152
-53
-2% -$26.2K 0.02% 533
2022
Q4 		$1.13M Sell
2,205
-113
-5% -$59.4K 0.02% 479
2022
Q3 		$1.12M Buy
2,318
+100
+5% +$48.6K 0.03% 440
2022
Q2 		$1.03M Buy
2,218
+512
+30% +$228K 0.02% 460
2022
Q1 		$742K Buy
1,706
+725
+74% +$303K 0.01% 694
2021
Q4 		$455K Sell
981
-18
-2% -$7.96K 0.01% 597
2021
Q3 		$389K Sell
999
-2
-0.2% -$849 0.01% 612
2021
Q2 		$443K Buy
+1,001
New +$437K 0.02% 518

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

Beacon Pointe Advisors's HUM Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Humana (HUM) stake by 89% in Q1 2026, buying an estimated $202K and bringing the position to 2,090 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #1443.

Beacon Pointe Advisors first reported a position in HUM in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.52M in Q3 2023. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

  • Beacon Pointe Advisors held 2,090 shares of Humana worth $362K as of Q1 2026.
  • Beacon Pointe Advisors bought 985 Humana shares in Q1 2026, an estimated $202K.
  • Humana made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1443 holding.
  • Beacon Pointe Advisors first reported a position in Humana in Q2 2021 and has held it in 20 quarters since.
  • Beacon Pointe Advisors's Humana position peaked at $1.52M in Q3 2023.
  • 779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.