Carson Wealth (CWM LLC)’s Humana HUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $490K | Sell |
2,826
-4,346
| -61% | -$891K | ﹤0.01% | 2029 |
|
|
2025
Q4 | $1.84M | Sell |
7,172
-9,178
| -56% | -$2.41M | 0.01% | 1184 |
|
|
2025
Q3 | $4.25M | Buy |
16,350
+5,885
| +56% | +$1.55M | 0.01% | 786 |
|
|
2025
Q2 | $2.56M | Sell |
10,465
-10,454
| -50% | -$2.61M | 0.01% | 858 |
|
|
2025
Q1 | $5.54M | Buy |
20,919
+17,947
| +604% | +$4.85M | 0.02% | 496 |
|
|
2024
Q4 | $754K | Sell |
2,972
-147
| -5% | -$39.4K | ﹤0.01% | 1217 |
|
|
2024
Q3 | $988K | Sell |
3,119
-56
| -2% | -$19.9K | ﹤0.01% | 1040 |
|
|
2024
Q2 | $1.19M | Buy |
3,175
+552
| +21% | +$186K | 0.01% | 816 |
|
|
2024
Q1 | $909K | Buy |
2,623
+293
| +13% | +$111K | ﹤0.01% | 901 |
|
|
2023
Q4 | $1.07M | Buy |
2,330
+287
| +14% | +$141K | 0.01% | 779 |
|
|
2023
Q3 | $994K | Sell |
2,043
-10
| -0.5% | -$4.7K | 0.01% | 756 |
|
|
2023
Q2 | $918K | Sell |
2,053
-10
| -0.5% | -$5.03K | 0.01% | 745 |
|
|
2023
Q1 | $1M | Buy |
2,063
+472
| +30% | +$233K | 0.01% | 665 |
|
|
2022
Q4 | $815K | Buy |
1,591
+216
| +16% | +$114K | 0.01% | 668 |
|
|
2022
Q3 | $667K | Buy |
1,375
+325
| +31% | +$158K | 0.01% | 672 |
|
|
2022
Q2 | $491K | Buy |
1,050
+250
| +31% | +$111K | ﹤0.01% | 739 |
|
|
2022
Q1 | $348K | Buy |
800
+329
| +70% | +$138K | ﹤0.01% | 832 |
|
|
2021
Q4 | $218K | Buy |
+471
| New | +$208K | ﹤0.01% | 991 |
|
|
2021
Q2 | $144K | Hold |
326
| – | – | ﹤0.01% | 1009 |
|
|
2021
Q1 | $144K | Hold |
326
| – | – | ﹤0.01% | 1009 |
|
|
2020
Q4 | $144K | Hold |
326
| – | – | ﹤0.01% | 1009 |
|
|
2020
Q3 | $144K | Hold |
326
| – | – | ﹤0.01% | 1009 |
|
|
2020
Q2 | $144K | Hold |
326
| – | – | ﹤0.01% | 1009 |
|
|
2020
Q1 | $144K | Hold |
326
| – | – | ﹤0.01% | 1009 |
|
|
2019
Q4 | $144K | Hold |
326
| – | – | ﹤0.01% | 1009 |
|
|
2019
Q3 | $144K | Hold |
326
| – | – | ﹤0.01% | 1009 |
|
|
2019
Q2 | $144K | Hold |
326
| – | – | ﹤0.01% | 1009 |
|
|
2019
Q1 | $144K | Buy |
326
+253
| +347% | +$72.9K | ﹤0.01% | 1009 |
|
|
2018
Q4 | $21K | Buy |
73
+54
| +284% | +$17.1K | ﹤0.01% | 1120 |
|
|
2018
Q3 | $6K | Sell |
19
-8
| -30% | -$2.6K | ﹤0.01% | 1287 |
|
|
2018
Q2 | $8K | Hold |
27
| – | – | ﹤0.01% | 1068 |
|
|
2018
Q1 | $7K | Buy |
27
+16
| +145% | +$4.33K | ﹤0.01% | 933 |
|
|
2017
Q4 | $3K | Hold |
11
| – | – | ﹤0.01% | 1201 |
|
|
2017
Q3 | $3K | Buy |
+11
| New | +$2.69K | ﹤0.01% | 1205 |
|
|
2017
Q1 | – | Sell |
-27
| Closed | -$6K | – | 1233 |
|
|
2016
Q4 | $6K | Buy |
+27
| New | +$5.15K | ﹤0.01% | 820 |
|
Other funds holding HUM
VCM
VPM
SC
Carson Wealth (CWM LLC)'s HUM Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Humana (HUM) stake by 61% in Q1 2026, selling an estimated $891K and leaving 2,826 shares worth $490K. The position accounts for ﹤0.01% of the portfolio, ranked #2029.
Carson Wealth (CWM LLC) first reported a position in HUM in Q4 2016 and has held it in 35 quarters since. The position peaked at $5.54M in Q1 2025. 783 funds tracked by Wall St. Rank hold HUM as of Q1 2026.
- Carson Wealth (CWM LLC) held 2,826 shares of Humana worth $490K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 4,346 Humana shares in Q1 2026, an estimated $891K.
- Humana made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2029 holding.
- Carson Wealth (CWM LLC) first reported a position in Humana in Q4 2016 and has held it in 35 quarters since.
- Carson Wealth (CWM LLC)'s Humana position peaked at $5.54M in Q1 2025.
- 783 funds tracked by Wall St. Rank held Humana as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.