Cape Investment Advisory’s Humana HUM Stock Holding History

Cape Investment Advisory’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	$4.02K	Buy	+10	New	+$2.85K	﹤0.01%	1088
2026 Q1	–	Sell	-3	Closed	-$792	–	635
2025 Q4	$792	Buy	+3	New	+$786	﹤0.01%	1216
2025 Q3	–	Sell	-3	Closed	-$751	–	989
2025 Q2	$751	Hold	3	–	–	﹤0.01%	1059
2025 Q1	$810	Sell	3 -57	-95%	-$15.4K	﹤0.01%	997
2024 Q4	$15.2K	Buy	60 +1	+2%	+$268	0.01%	517
2024 Q3	$18.7K	Buy	59 +56	+1,867%	+$19.9K	0.01%	471
2024 Q2	$1.13K	Hold	3	–	–	﹤0.01%	830
2024 Q1	$1.05K	Hold	3	–	–	﹤0.01%	840
2023 Q4	$1.38K	Hold	3	–	–	﹤0.01%	980
2023 Q3	$1.47K	Sell	3 -1	-25%	-$470	﹤0.01%	811
2023 Q2	$1.79K	Hold	4	–	–	﹤0.01%	786
2023 Q1	$1.94K	Buy	+4	New	+$1.98K	﹤0.01%	816

Other funds holding HUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cape Investment Advisory's HUM Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Humana (HUM) in Q2 2026: 10 shares worth $4.02K. The stake represents ﹤0.01% of the portfolio and ranks #1088 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in HUM as recently as Q4 2025.

Cape Investment Advisory first reported a position in HUM in Q1 2023 and has held it in 12 quarters since. The position peaked at $18.7K in Q3 2024. 928 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

Cape Investment Advisory held 10 shares of Humana worth $4.02K as of Q2 2026.
Humana was a new Cape Investment Advisory position in Q2 2026.
Humana made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1088 holding.
Cape Investment Advisory first reported a position in Humana in Q1 2023 and has held it in 12 quarters since.
Cape Investment Advisory's Humana position peaked at $18.7K in Q3 2024.
928 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.