Blue Bell Private Wealth Management’s Humana HUM Stock Holding History

Blue Bell Private 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 Q1	$1.73K	Sell	10 -350	-97%	-$71.7K	﹤0.01%	659
2025 Q4	$92.2K	Hold	360	–	–	0.01%	340
2025 Q3	$93.7K	Hold	360	–	–	0.01%	323
2025 Q2	$88K	Hold	360	–	–	0.01%	322
2025 Q1	$95.3K	Hold	360	–	–	0.02%	296
2024 Q4	$91.3K	Hold	360	–	–	0.02%	287
2024 Q3	$114K	Hold	360	–	–	0.02%	264
2024 Q2	$135K	Hold	360	–	–	0.03%	238
2024 Q1	$125K	Hold	360	–	–	0.03%	236
2023 Q4	$165K	Hold	360	–	–	0.04%	186
2023 Q3	$175K	Hold	360	–	–	0.05%	156
2023 Q2	$161K	Hold	360	–	–	0.04%	154
2023 Q1	$175K	Hold	360	–	–	0.05%	130
2022 Q4	$184K	Hold	360	–	–	0.06%	116
2022 Q3	$175K	Hold	360	–	–	0.06%	115
2022 Q2	$169K	Hold	360	–	–	0.06%	113
2022 Q1	$157K	Hold	360	–	–	0.04%	123
2021 Q4	$167K	Buy	+360	New	+$159K	0.04%	114

Other funds holding HUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Blue Bell Private Wealth Management's HUM Position: Q1 2026 in Review

Blue Bell Private Wealth Management reduced its Humana (HUM) stake by 97% in Q1 2026, selling an estimated $71.7K and leaving 10 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Blue Bell Private Wealth Management first reported a position in HUM in Q4 2021 and has held it in 18 quarters since. The position peaked at $184K in Q4 2022. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

Blue Bell Private Wealth Management held 10 shares of Humana worth $1.73K as of Q1 2026.
Blue Bell Private Wealth Management sold 350 Humana shares in Q1 2026, an estimated $71.7K.
Humana made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #659 holding.
Blue Bell Private Wealth Management first reported a position in Humana in Q4 2021 and has held it in 18 quarters since.
Blue Bell Private Wealth Management's Humana position peaked at $184K in Q4 2022.
779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.