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Bell Investment Advisors’s Humana HUM Stock Holding History

Bell Investment 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 		$22.2K Buy
56
+3
+6% +$854 ﹤0.01% 440
2026
Q1 		$9.19K Buy
53
+13
+33% +$2.67K ﹤0.01% 714
2025
Q4 		$10.2K Sell
40
-15
-27% -$3.93K ﹤0.01% 688
2025
Q3 		$14.3K Buy
55
+4
+8% +$1.05K ﹤0.01% 513
2025
Q2 		$12.5K Buy
51
+7
+16% +$1.75K ﹤0.01% 595
2025
Q1 		$11.6K Sell
44
-22
-33% -$5.95K ﹤0.01% 545
2024
Q4 		$16.7K Buy
66
+18
+38% +$4.83K ﹤0.01% 440
2024
Q3 		$15.2K Sell
48
-4
-8% -$1.42K ﹤0.01% 465
2024
Q2 		$19.4K Sell
52
-7
-12% -$2.36K ﹤0.01% 402
2024
Q1 		$20.5K Buy
59
+3
+5% +$1.14K ﹤0.01% 377
2023
Q4 		$25.6K Sell
56
-17
-23% -$8.38K 0.01% 297
2023
Q3 		$35.5K Buy
73
+12
+20% +$5.64K 0.01% 215
2023
Q2 		$27.3K Sell
61
-12
-16% -$6.04K 0.01% 248
2023
Q1 		$35.4K Buy
73
+2
+3% +$989 0.01% 208
2022
Q4 		$36.4K Buy
71
+5
+8% +$2.63K 0.01% 209
2022
Q3 		$32K Buy
66
+13
+25% +$6.32K 0.01% 188
2022
Q2 		$25K Buy
+53
New +$23.6K 0.01% 228
2021
Q4 		$25K Sell
54
-14
-21% -$6.2K 0.01% 264
2021
Q3 		$26K Buy
+68
New +$28.9K 0.01% 234

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's HUM Position: Q2 2026 in Review

Bell Investment Advisors increased its Humana (HUM) stake by 5.7% in Q2 2026, buying an estimated $854 and bringing the position to 56 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Bell Investment Advisors first reported a position in HUM in Q3 2021 and has held it in 19 quarters since. The position peaked at $36.4K in Q4 2022. 928 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • Bell Investment Advisors held 56 shares of Humana worth $22.2K as of Q2 2026.
  • Bell Investment Advisors bought 3 Humana shares in Q2 2026, an estimated $854.
  • Humana made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #440 holding.
  • Bell Investment Advisors first reported a position in Humana in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Humana position peaked at $36.4K in Q4 2022.
  • 928 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.