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Capital Advisors Inc’s Humana HUM Stock Holding History

Capital Advisors Inc’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 		$344K Buy
+866
New +$247K 0.01% 290
2026
Q1 		– Sell
-1,050
Closed -$269K – 366
2025
Q4 		$269K Sell
1,050
-1
-0.1% -$262 ﹤0.01% 283
2025
Q3 		$273K Sell
1,051
-4
-0.4% -$1.05K ﹤0.01% 272
2025
Q2 		$258K Buy
1,055
+2
+0.2% +$499 ﹤0.01% 279
2025
Q1 		$279K Buy
1,053
+3
+0.3% +$811 0.01% 259
2024
Q4 		$266K Sell
1,050
-381
-27% -$102K 0.01% 266
2024
Q3 		$453K Sell
1,431
-9
-0.6% -$3.2K 0.01% 205
2024
Q2 		$538K Buy
1,440
+9
+0.6% +$3.04K 0.01% 193
2024
Q1 		$496K Sell
1,431
-295
-17% -$112K 0.01% 197
2023
Q4 		$790K Sell
1,726
-16
-0.9% -$7.89K 0.02% 168
2023
Q3 		$848K Sell
1,742
-54
-3% -$25.4K 0.02% 142
2023
Q2 		$803K Buy
1,796
+67
+4% +$33.7K 0.02% 151
2023
Q1 		$840K Buy
1,729
+3
+0.2% +$1.48K 0.02% 142
2022
Q4 		$884K Hold
1,726
– – 0.03% 143
2022
Q3 		$863K Hold
1,726
– – 0.03% 135
2022
Q2 		$808K Hold
1,726
– – 0.02% 144
2022
Q1 		$751K Sell
1,726
-358
-17% -$150K 0.02% 145
2021
Q4 		$967K Hold
2,084
– – 0.03% 125
2021
Q3 		$811K Hold
2,084
– – 0.02% 134
2021
Q2 		$923K Hold
2,084
– – 0.03% 128
2021
Q1 		$874K Buy
+2,084
New +$832K 0.03% 126

Other funds holding HUM

HGIM
High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
Swedbank
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
WC
Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
II
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
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Capital Advisors Inc's HUM Position: Q2 2026 in Review

Capital Advisors Inc opened a new position in Humana (HUM) in Q2 2026: 866 shares worth $344K. The stake represents 0.01% of the portfolio and ranks #290 among its holdings. This is a return to the name: Capital Advisors Inc previously reported a position in HUM as recently as Q4 2025.

Capital Advisors Inc first reported a position in HUM in Q1 2021 and has held it in 21 quarters since. The position peaked at $967K in Q4 2021. 179 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • Capital Advisors Inc held 866 shares of Humana worth $344K as of Q2 2026.
  • Humana was a new Capital Advisors Inc position in Q2 2026.
  • Humana made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #290 holding.
  • Capital Advisors Inc first reported a position in Humana in Q1 2021 and has held it in 21 quarters since.
  • Capital Advisors Inc's Humana position peaked at $967K in Q4 2021.
  • 179 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.