Burns Matteson Capital Management’s Humana HUM Stock Holding History

Burns Matteson Capital 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	$1.03M	Buy	2,588 +489	+23%	+$139K	0.32%	44
2026 Q1	$364K	Buy	2,099 +10	+0.5%	+$2.05K	0.13%	155
2025 Q4	$535K	Buy	+2,089	New	+$548K	0.19%	100
2024 Q3	–	Sell	-1,006	Closed	-$376K	–	181
2024 Q2	$376K	Buy	+1,006	New	+$340K	0.24%	78
2023 Q4	–	Sell	-1,283	Closed	-$624K	–	155
2023 Q3	$624K	Buy	+1,283	New	+$603K	0.4%	51
2023 Q2	–	Sell	-1,082	Closed	-$525K	–	166
2023 Q1	$525K	Buy	1,082 +3	+0.3%	+$1.48K	0.33%	88
2022 Q4	$553K	Buy	+1,079	New	+$567K	0.37%	85
2022 Q3	–	Sell	-1,735	Closed	-$812K	–	137
2022 Q2	$812K	Buy	+1,735	New	+$772K	0.57%	32
2022 Q1	–	Sell	-1,503	Closed	-$697K	–	140
2021 Q4	$697K	Buy	+1,503	New	+$665K	0.47%	64

Other funds holding HUM

HGIM

High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Burns Matteson Capital Management's HUM Position: Q2 2026 in Review

Burns Matteson Capital Management increased its Humana (HUM) stake by 23% in Q2 2026, buying an estimated $139K and bringing the position to 2,588 shares worth $1.03M. The position accounts for 0.32% of the portfolio, ranked #44.

Burns Matteson Capital Management first reported a position in HUM in Q4 2021 and has held it in 9 quarters since. 197 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

Burns Matteson Capital Management held 2,588 shares of Humana worth $1.03M as of Q2 2026.
Burns Matteson Capital Management bought 489 Humana shares in Q2 2026, an estimated $139K.
Humana made up 0.32% of Burns Matteson Capital Management's portfolio in Q2 2026, its #44 holding.
Burns Matteson Capital Management first reported a position in Humana in Q4 2021 and has held it in 9 quarters since.
197 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.