BIA
HUM icon

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
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 $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

Bell Investment Advisors's HUM Position: Q1 2026 in Review

Bell Investment Advisors increased its Humana (HUM) stake by 33% in Q1 2026, buying an estimated $2.67K and bringing the position to 53 shares worth $9.19K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Bell Investment Advisors first reported a position in HUM in Q3 2021 and has held it in 18 quarters since. The position peaked at $36.4K in Q4 2022. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

  • Bell Investment Advisors held 53 shares of Humana worth $9.19K as of Q1 2026.
  • Bell Investment Advisors bought 13 Humana shares in Q1 2026, an estimated $2.67K.
  • Humana made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #714 holding.
  • Bell Investment Advisors first reported a position in Humana in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's Humana position peaked at $36.4K in Q4 2022.
  • 779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.