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Concurrent Investment Advisors’s Humana HUM Stock Holding History

Concurrent Investment 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
Q1 		$201K Sell
1,161
-42
-3% -$8.61K ﹤0.01% 1749
2025
Q4 		$308K Buy
+1,203
New +$315K ﹤0.01% 1383
2024
Q1 		– Sell
-1,391
Closed -$637K – 960
2023
Q4 		$637K Buy
+1,391
New +$686K 0.03% 431

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

Concurrent Investment Advisors's HUM Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Humana (HUM) stake by 3.5% in Q1 2026, selling an estimated $8.61K and leaving 1,161 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

Concurrent Investment Advisors first reported a position in HUM in Q4 2023 and has held it in 3 quarters since. The position peaked at $637K in Q4 2023. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

  • Concurrent Investment Advisors held 1,161 shares of Humana worth $201K as of Q1 2026.
  • Concurrent Investment Advisors sold 42 Humana shares in Q1 2026, an estimated $8.61K.
  • Humana made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1749 holding.
  • Concurrent Investment Advisors first reported a position in Humana in Q4 2023 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's Humana position peaked at $637K in Q4 2023.
  • 779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.