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Cassaday & Co Wealth Management’s Humana HUM Stock Holding History

Cassaday & Co Wealth Management’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 		$110K Sell
276
-3
-1% -$854 ﹤0.01% 458
2026
Q1 		$48.4K Buy
+279
New +$57.2K ﹤0.01% 618

Other funds holding HUM

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cassaday & Co Wealth Management's HUM Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Humana (HUM) stake by 1.1% in Q2 2026, selling an estimated $854 and leaving 276 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Cassaday & Co Wealth Management first reported a position in HUM in Q1 2026 and has held it in 2 quarters since. 925 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • Cassaday & Co Wealth Management held 276 shares of Humana worth $110K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 3 Humana shares in Q2 2026, an estimated $854.
  • Humana made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #458 holding.
  • Cassaday & Co Wealth Management first reported a position in Humana in Q1 2026 and has held it in 2 quarters since.
  • 925 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.