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Cherry Tree Wealth Management’s Humana HUM Stock Holding History

Cherry Tree 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
Q1 		$3.29K Hold
19
– – ﹤0.01% 509
2025
Q4 		$4.87K Hold
19
– – ﹤0.01% 486
2025
Q3 		$4.94K Hold
19
– – ﹤0.01% 472
2025
Q2 		$4.65K Sell
19
-8
-30% -$2K ﹤0.01% 486
2025
Q1 		$7.14K Hold
27
– – ﹤0.01% 483
2024
Q4 		$6.85K Hold
27
– – ﹤0.01% 452
2024
Q3 		$8.55K Hold
27
– – ﹤0.01% 437
2024
Q2 		$10.1K Buy
27
+8
+42% +$2.7K ﹤0.01% 393
2024
Q1 		$6.59K Hold
19
– – ﹤0.01% 416
2023
Q4 		$8.7K Hold
19
– – ﹤0.01% 369
2023
Q3 		$9.24K Hold
19
– – ﹤0.01% 345
2023
Q2 		$8.5K Buy
+19
New +$9.56K ﹤0.01% 347

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

Cherry Tree Wealth Management's HUM Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Humana (HUM) position steady in Q1 2026 at 19 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Cherry Tree Wealth Management first reported a position in HUM in Q2 2023 and has held it in 12 quarters since. The position peaked at $10.1K in Q2 2024. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

  • Cherry Tree Wealth Management held 19 shares of Humana worth $3.29K as of Q1 2026.
  • Cherry Tree Wealth Management left its Humana share count unchanged in Q1 2026.
  • Humana made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #509 holding.
  • Cherry Tree Wealth Management first reported a position in Humana in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Humana position peaked at $10.1K in Q2 2024.
  • 779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.