Circle Wealth Management’s Humana HUM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$833K Buy
2,096
+560
+36% +$159K 0.01% 168
2026
Q1
$266K Sell
1,536
-219
-12% -$44.9K ﹤0.01% 243
2025
Q4
$450K Sell
1,755
-301
-15% -$78.9K 0.01% 188
2025
Q3
$535K Sell
2,056
-22
-1% -$5.79K 0.01% 166
2025
Q2
$508K Buy
2,078
+471
+29% +$117K 0.01% 167
2025
Q1
$425K Buy
+1,607
New +$435K 0.01% 178
2024
Q4
Sell
-1,731
Closed -$548K 220
2024
Q3
$548K Hold
1,731
0.01% 165
2024
Q2
$647K Buy
+1,731
New +$584K 0.01% 134

Other funds holding HUM

Circle Wealth Management's HUM Position: Q2 2026 in Review

Circle Wealth Management increased its Humana (HUM) stake by 36% in Q2 2026, buying an estimated $159K and bringing the position to 2,096 shares worth $833K. The position accounts for 0.01% of the portfolio, ranked #168.

Circle Wealth Management first reported a position in HUM in Q2 2024 and has held it in 8 quarters since. 925 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • Circle Wealth Management held 2,096 shares of Humana worth $833K as of Q2 2026.
  • Circle Wealth Management bought 560 Humana shares in Q2 2026, an estimated $159K.
  • Humana made up 0.01% of Circle Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Circle Wealth Management first reported a position in Humana in Q2 2024 and has held it in 8 quarters since.
  • 925 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.