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CBIZ Investment Advisory Services’s Humana HUM Stock Holding History

CBIZ Investment Advisory 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 		– Sell
-20
Closed -$5.14K – 574
2025
Q4 		$5.14K Sell
20
-2
-9% -$524 ﹤0.01% 497
2025
Q3 		$5.74K Buy
22
+18
+450% +$4.73K ﹤0.01% 429
2025
Q2 		$981 Sell
4
-5
-56% -$1.25K ﹤0.01% 601
2025
Q1 		$2.39K Buy
9
+2
+29% +$541 ﹤0.01% 460
2024
Q4 		$1.78K Buy
+7
New +$1.88K ﹤0.01% 407

Other funds holding HUM

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

CBIZ Investment Advisory Services's HUM Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Humana (HUM) in Q1 2026, closing a stake of 20 shares — an estimated $5.14K sold.

CBIZ Investment Advisory Services first reported a position in HUM in Q4 2024 and held it in 5 quarters. The position peaked at $5.74K in Q3 2025. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Humana position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 20 Humana shares in Q1 2026, an estimated $5.14K.
  • CBIZ Investment Advisory Services first reported a position in Humana in Q4 2024 and held it in 5 quarters.
  • CBIZ Investment Advisory Services's Humana position peaked at $5.74K in Q3 2025.
  • 779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.