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Bogart Wealth LLC’s Humana HUM Stock Holding History

Bogart Wealth LLC’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 		$29K Buy
73
+48
+192% +$13.7K ﹤0.01% 685
2026
Q1 		$4.33K Buy
25
+16
+178% +$3.28K ﹤0.01% 1101
2025
Q4 		$2.31K Sell
9
-4
-31% -$1.05K ﹤0.01% 1154
2025
Q3 		$3.38K Buy
13
+5
+63% +$1.31K ﹤0.01% 1047
2025
Q2 		$1.96K Buy
8
+3
+60% +$748 ﹤0.01% 1112
2025
Q1 		$1.32K Buy
+5
New +$1.35K ﹤0.01% 1139
2024
Q2 		– Sell
-15
Closed -$5.2K – 1144
2024
Q1 		$5.2K Buy
15
+6
+67% +$2.27K ﹤0.01% 761
2023
Q4 		$4.12K Buy
+9
New +$4.44K ﹤0.01% 793
2023
Q3 		– Sell
-10
Closed -$4.47K – 1087
2023
Q2 		$4.47K Buy
+10
New +$5.03K ﹤0.01% 737
2023
Q1 		– Sell
-4
Closed -$2.06K – 1156
2022
Q4 		$2.06K Buy
+4
New +$2.1K ﹤0.01% 790

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 $3.37T AUM 44.26% 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

Bogart Wealth LLC's HUM Position: Q2 2026 in Review

Bogart Wealth LLC increased its Humana (HUM) stake by 192% in Q2 2026, buying an estimated $13.7K and bringing the position to 73 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Bogart Wealth LLC first reported a position in HUM in Q4 2022 and has held it in 10 quarters since. 924 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • Bogart Wealth LLC held 73 shares of Humana worth $29K as of Q2 2026.
  • Bogart Wealth LLC bought 48 Humana shares in Q2 2026, an estimated $13.7K.
  • Humana made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #685 holding.
  • Bogart Wealth LLC first reported a position in Humana in Q4 2022 and has held it in 10 quarters since.
  • 924 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.