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Circle Wealth Management’s Humana HUM Stock Holding History

Circle 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 		$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

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

Circle Wealth Management's HUM Position: Q1 2026 in Review

Circle Wealth Management reduced its Humana (HUM) stake by 12% in Q1 2026, selling an estimated $44.9K and leaving 1,536 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Circle Wealth Management first reported a position in HUM in Q2 2024 and has held it in 7 quarters since. The position peaked at $647K in Q2 2024. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

  • Circle Wealth Management held 1,536 shares of Humana worth $266K as of Q1 2026.
  • Circle Wealth Management sold 219 Humana shares in Q1 2026, an estimated $44.9K.
  • Humana made up ﹤0.01% of Circle Wealth Management's portfolio in Q1 2026, its #243 holding.
  • Circle Wealth Management first reported a position in Humana in Q2 2024 and has held it in 7 quarters since.
  • Circle Wealth Management's Humana position peaked at $647K in Q2 2024.
  • 779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.