Creative Planning’s Humana HUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.48M | Buy |
37,372
+5,174
| +16% | +$1.06M | ﹤0.01% | 994 |
|
|
2025
Q4 | $8.25M | Sell |
32,198
-3,588
| -10% | -$941K | 0.01% | 703 |
|
|
2025
Q3 | $9.31M | Buy |
35,786
+4,504
| +14% | +$1.18M | 0.01% | 599 |
|
|
2025
Q2 | $7.65M | Buy |
31,282
+5,404
| +21% | +$1.35M | 0.01% | 601 |
|
|
2025
Q1 | $6.85M | Buy |
25,878
+3,220
| +14% | +$871K | 0.01% | 604 |
|
|
2024
Q4 | $5.75M | Sell |
22,658
-1,587
| -7% | -$426K | 0.01% | 617 |
|
|
2024
Q3 | $7.68M | Sell |
24,245
-2,273
| -9% | -$809K | 0.01% | 518 |
|
|
2024
Q2 | $9.91M | Buy |
26,518
+3,465
| +15% | +$1.17M | 0.01% | 410 |
|
|
2024
Q1 | $7.99M | Sell |
23,053
-4,039
| -15% | -$1.53M | 0.01% | 468 |
|
|
2023
Q4 | $12.4M | Buy |
27,092
+630
| +2% | +$311K | 0.02% | 340 |
|
|
2023
Q3 | $12.9M | Buy |
26,462
+3,849
| +17% | +$1.81M | 0.02% | 310 |
|
|
2023
Q2 | $10.1M | Buy |
22,613
+4,015
| +22% | +$2.02M | 0.01% | 349 |
|
|
2023
Q1 | $9.03M | Buy |
18,598
+463
| +3% | +$229K | 0.01% | 362 |
|
|
2022
Q4 | $9.29M | Buy |
18,135
+2,555
| +16% | +$1.34M | 0.01% | 344 |
|
|
2022
Q3 | $7.56M | Buy |
15,580
+541
| +4% | +$263K | 0.01% | 358 |
|
|
2022
Q2 | $7.04M | Buy |
15,039
+6,996
| +87% | +$3.11M | 0.01% | 381 |
|
|
2022
Q1 | $3.5M | Sell |
8,043
-91
| -1% | -$38.1K | 0.01% | 542 |
|
|
2021
Q4 | $3.77M | Buy |
8,134
+49
| +0.6% | +$21.7K | 0.01% | 497 |
|
|
2021
Q3 | $3.15M | Sell |
8,085
-562
| -6% | -$239K | 0.01% | 554 |
|
|
2021
Q2 | $3.83M | Sell |
8,647
-1,218
| -12% | -$532K | 0.01% | 480 |
|
|
2021
Q1 | $4.14M | Buy |
9,865
+299
| +3% | +$119K | 0.01% | 462 |
|
|
2020
Q4 | $3.92M | Buy |
9,566
+2,714
| +40% | +$1.13M | 0.01% | 435 |
|
|
2020
Q3 | $2.84M | Buy |
6,852
+1,416
| +26% | +$570K | 0.01% | 453 |
|
|
2020
Q2 | $2.11M | Buy |
5,436
+257
| +5% | +$96.2K | 0.01% | 477 |
|
|
2020
Q1 | $1.63M | Buy |
5,179
+52
| +1% | +$17.5K | 0.01% | 488 |
|
|
2019
Q4 | $1.88M | Buy |
5,127
+189
| +4% | +$59.9K | 0.01% | 537 |
|
|
2019
Q3 | $1.26M | Sell |
4,938
-1,030
| -17% | -$289K | ﹤0.01% | 658 |
|
|
2019
Q2 | $1.58M | Sell |
5,968
-228
| -4% | -$57.8K | 0.01% | 569 |
|
|
2019
Q1 | $1.65M | Sell |
6,196
-342
| -5% | -$98.6K | 0.01% | 532 |
|
|
2018
Q4 | $1.87M | Buy |
6,538
+1,418
| +28% | +$450K | 0.01% | 438 |
|
|
2018
Q3 | $1.73M | Sell |
5,120
-822
| -14% | -$267K | 0.01% | 526 |
|
|
2018
Q2 | $1.77M | Buy |
5,942
+80
| +1% | +$23.4K | 0.01% | 500 |
|
|
2018
Q1 | $1.58M | Sell |
5,862
-2
| -0% | -$541 | 0.01% | 530 |
|
|
2017
Q4 | $1.46M | Buy |
5,864
+977
| +20% | +$241K | 0.01% | 554 |
|
|
2017
Q3 | $1.19M | Buy |
4,887
+13
| +0.3% | +$3.19K | 0.01% | 636 |
|
|
2017
Q2 | $1.17M | Buy |
4,874
+15
| +0.3% | +$3.4K | 0.01% | 616 |
|
|
2017
Q1 | $1M | Sell |
4,859
-1,527
| -24% | -$316K | 0.01% | 673 |
|
|
2016
Q4 | $1.3M | Sell |
6,386
-788
| -11% | -$150K | 0.01% | 527 |
|
|
2016
Q3 | $1.27M | Buy |
7,174
+619
| +9% | +$107K | 0.01% | 515 |
|
|
2016
Q2 | $1.18M | Sell |
6,555
-92
| -1% | -$16.3K | 0.01% | 473 |
|
|
2016
Q1 | $1.22M | Sell |
6,647
-145
| -2% | -$25.2K | 0.01% | 446 |
|
|
2015
Q4 | $1.21M | Buy |
6,792
+1,105
| +19% | +$194K | 0.01% | 448 |
|
|
2015
Q3 | $1.02M | Buy |
+5,687
| New | +$1.05M | 0.01% | 471 |
|
|
2015
Q2 | – | Sell |
-4,750
| Closed | -$846K | – | 1930 |
|
|
2015
Q1 | $846K | Buy |
4,750
+59
| +1% | +$9.34K | 0.01% | 521 |
|
|
2014
Q4 | $674K | Buy |
4,691
+75
| +2% | +$10.2K | 0.01% | 577 |
|
|
2014
Q3 | $601K | Buy |
4,616
+734
| +19% | +$93.3K | 0.01% | 583 |
|
|
2014
Q2 | $496K | Buy |
3,882
+48
| +1% | +$5.68K | 0.01% | 649 |
|
|
2014
Q1 | $432K | Sell |
3,834
-1,682
| -30% | -$175K | 0.01% | 686 |
|
|
2013
Q4 | $569K | Sell |
5,516
-1,722
| -24% | -$169K | 0.01% | 482 |
|
|
2013
Q3 | $676K | Buy |
7,238
+1,155
| +19% | +$106K | 0.01% | 358 |
|
|
2013
Q2 | $513K | Buy |
+6,083
| New | +$480K | 0.01% | 398 |
|
Other funds holding HUM
VCM
VPM
SC
Creative Planning's HUM Position: Q1 2026 in Review
Creative Planning increased its Humana (HUM) stake by 16% in Q1 2026, buying an estimated $1.06M and bringing the position to 37,372 shares worth $6.48M. The position accounts for ﹤0.01% of the portfolio, ranked #994.
Creative Planning first reported a position in HUM in Q2 2013 and has held it in 51 quarters since. The position peaked at $12.9M in Q3 2023. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.
- Creative Planning held 37,372 shares of Humana worth $6.48M as of Q1 2026.
- Creative Planning bought 5,174 Humana shares in Q1 2026, an estimated $1.06M.
- Humana made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #994 holding.
- Creative Planning first reported a position in Humana in Q2 2013 and has held it in 51 quarters since.
- Creative Planning's Humana position peaked at $12.9M in Q3 2023.
- 779 funds tracked by Wall St. Rank held Humana as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.