Capital Group Private Client Services’s Humana HUM Stock Holding History

Capital Group Private Client Services’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	$1.58M	Buy	9,101 +1,208	+15%	+$248K	0.03%	169
2025 Q4	$2.02M	Sell	7,893 -652	-8%	-$171K	0.03%	175
2025 Q3	$2.22M	Buy	+8,545	New	+$2.25M	0.04%	171
2023 Q3	–	Sell	-663	Closed	-$296K	–	241
2023 Q2	$296K	Sell	663 -87,841	-99%	-$44.2M	﹤0.01%	228
2023 Q1	$43M	Sell	88,504 -29,606	-25%	-$14.6M	0.53%	67
2022 Q4	$60.5M	Buy	118,110 +340	+0.3%	+$179K	0.76%	40
2022 Q3	$57.1M	Buy	117,770 +45	+0%	+$21.9K	0.8%	39
2022 Q2	$55.1M	Sell	117,725 -641	-0.5%	-$285K	0.71%	46
2022 Q1	$51.5M	Buy	118,366 +31,354	+36%	+$13.1M	0.56%	58
2021 Q4	$40.4M	Buy	87,012 +31,759	+57%	+$14.1M	0.43%	74
2021 Q3	$21.5M	Buy	+55,253	New	+$23.5M	0.25%	95

Other funds holding HUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Capital Group Private Client Services's HUM Position: Q1 2026 in Review

Capital Group Private Client Services increased its Humana (HUM) stake by 15% in Q1 2026, buying an estimated $248K and bringing the position to 9,101 shares worth $1.58M. The position accounts for 0.03% of the portfolio, ranked #169.

Capital Group Private Client Services first reported a position in HUM in Q3 2021 and has held it in 11 quarters since. The position peaked at $60.5M in Q4 2022. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

Capital Group Private Client Services held 9,101 shares of Humana worth $1.58M as of Q1 2026.
Capital Group Private Client Services bought 1,208 Humana shares in Q1 2026, an estimated $248K.
Humana made up 0.03% of Capital Group Private Client Services's portfolio in Q1 2026, its #169 holding.
Capital Group Private Client Services first reported a position in Humana in Q3 2021 and has held it in 11 quarters since.
Capital Group Private Client Services's Humana position peaked at $60.5M in Q4 2022.
779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Capital Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.