BWM
HUM icon

Bullock Wealth Management’s Humana HUM Stock Holding History

Bullock 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
Q2 		$85.3K Sell
208
-12
-5% -$3.42K 0.04% 232
2026
Q1 		$39K Buy
220
+188
+588% +$38.5K 0.02% 293
2025
Q4 		$8.25K Buy
32
+1
+3% +$262 ﹤0.01% 428
2025
Q3 		$7.69K Buy
31
+1
+3% +$263 ﹤0.01% 448
2025
Q2 		$7.6K Buy
30
+2
+7% +$499 ﹤0.01% 428
2025
Q1 		$7.43K Hold
28
– – ﹤0.01% 415
2024
Q4 		$7.11K Sell
28
-51
-65% -$13.7K ﹤0.01% 422
2024
Q3 		$22.1K Sell
79
-30
-28% -$10.7K 0.01% 304
2024
Q2 		$40.8K Sell
109
-30
-22% -$10.1K 0.03% 253
2024
Q1 		$48.9K Buy
+139
New +$52.7K 0.03% 245

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

Bullock Wealth Management's HUM Position: Q2 2026 in Review

Bullock Wealth Management reduced its Humana (HUM) stake by 5.5% in Q2 2026, selling an estimated $3.42K and leaving 208 shares worth $85.3K. The position accounts for 0.04% of the portfolio, ranked #232.

Bullock Wealth Management first reported a position in HUM in Q1 2024 and has held it in 10 quarters since. 928 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • Bullock Wealth Management held 208 shares of Humana worth $85.3K as of Q2 2026.
  • Bullock Wealth Management sold 12 Humana shares in Q2 2026, an estimated $3.42K.
  • Humana made up 0.04% of Bullock Wealth Management's portfolio in Q2 2026, its #232 holding.
  • Bullock Wealth Management first reported a position in Humana in Q1 2024 and has held it in 10 quarters since.
  • 928 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.