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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
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Cape Investment Advisory's HUM Position: Q1 2026 in Review

Cape Investment Advisory sold out of Humana (HUM) in Q1 2026, closing a stake of 3 shares — an estimated $792 sold.

Cape Investment Advisory first reported a position in HUM in Q1 2023 and held it in 11 quarters. The position peaked at $18.7K in Q3 2024. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

  • Cape Investment Advisory reported no remaining Humana position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 3 Humana shares in Q1 2026, an estimated $792.
  • Cape Investment Advisory first reported a position in Humana in Q1 2023 and held it in 11 quarters.
  • Cape Investment Advisory's Humana position peaked at $18.7K in Q3 2024.
  • 779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.