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Clearstead Advisors’s Humana HUM Stock Holding History

Clearstead Advisors’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 		$182K Buy
458
+254
+125% +$72.3K ﹤0.01% 1091
2026
Q1 		$35.4K Sell
204
-1,318
-87% -$270K ﹤0.01% 1342
2025
Q4 		$390K Buy
1,522
+804
+112% +$211K ﹤0.01% 733
2025
Q3 		$187K Buy
718
+75
+12% +$19.7K ﹤0.01% 898
2025
Q2 		$157K Buy
643
+259
+67% +$64.6K ﹤0.01% 944
2025
Q1 		$102K Buy
384
+64
+20% +$17.3K ﹤0.01% 994
2024
Q4 		$81.2K Sell
320
-190
-37% -$51K ﹤0.01% 1063
2024
Q3 		$162K Sell
510
-916
-64% -$326K ﹤0.01% 915
2024
Q2 		$533K Buy
1,426
+1,103
+341% +$372K 0.01% 524
2024
Q1 		$110K Buy
323
+38
+13% +$14.4K 0.01% 590
2023
Q4 		$130K Buy
285
+18
+7% +$8.87K 0.01% 533
2023
Q3 		$130K Sell
267
-9
-3% -$4.23K 0.01% 497
2023
Q2 		$123K Buy
276
+1
+0.4% +$503 0.01% 524
2023
Q1 		$134K Buy
275
+86
+46% +$42.5K 0.01% 457
2022
Q4 		$96.8K Sell
189
-3
-2% -$1.58K 0.01% 505
2022
Q3 		$93K Hold
192
– – 0.01% 491
2022
Q2 		$90K Buy
192
+22
+13% +$9.79K 0.01% 516
2022
Q1 		$74K Hold
170
– – 0.01% 603
2021
Q4 		$79K Hold
170
– – 0.01% 573
2021
Q3 		$66K Sell
170
-11
-6% -$4.67K ﹤0.01% 565
2021
Q2 		$80K Buy
181
+11
+6% +$4.81K 0.01% 489
2021
Q1 		$71K Hold
170
– – 0.01% 493
2020
Q4 		$70K Hold
170
– – 0.01% 466
2020
Q3 		$70K Hold
170
– – 0.01% 417
2020
Q2 		$66K Hold
170
– – 0.01% 402
2020
Q1 		$53K Buy
+170
New +$57.3K 0.01% 401

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

Clearstead Advisors's HUM Position: Q2 2026 in Review

Clearstead Advisors increased its Humana (HUM) stake by 125% in Q2 2026, buying an estimated $72.3K and bringing the position to 458 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

Clearstead Advisors first reported a position in HUM in Q1 2020 and has held it in 26 quarters since. The position peaked at $533K in Q2 2024. 925 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • Clearstead Advisors held 458 shares of Humana worth $182K as of Q2 2026.
  • Clearstead Advisors bought 254 Humana shares in Q2 2026, an estimated $72.3K.
  • Humana made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1091 holding.
  • Clearstead Advisors first reported a position in Humana in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's Humana position peaked at $533K in Q2 2024.
  • 925 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.