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 Q2	$3.52M	Sell	8,854 -247	-3%	-$70.3K	0.05%	124
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 $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 $3.37T AUM 44.26% 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

Capital Group Private Client Services's HUM Position: Q2 2026 in Review

Capital Group Private Client Services reduced its Humana (HUM) stake by 2.7% in Q2 2026, selling an estimated $70.3K and leaving 8,854 shares worth $3.52M. The position accounts for 0.05% of the portfolio, ranked #124.

Capital Group Private Client Services first reported a position in HUM in Q3 2021 and has held it in 12 quarters since. The position peaked at $60.5M in Q4 2022. 925 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

Capital Group Private Client Services held 8,854 shares of Humana worth $3.52M as of Q2 2026.
Capital Group Private Client Services sold 247 Humana shares in Q2 2026, an estimated $70.3K.
Humana made up 0.05% of Capital Group Private Client Services's portfolio in Q2 2026, its #124 holding.
Capital Group Private Client Services first reported a position in Humana in Q3 2021 and has held it in 12 quarters since.
Capital Group Private Client Services's Humana position peaked at $60.5M in Q4 2022.
925 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.