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EP Wealth Advisors’s Humana HUM Stock Holding History

EP Wealth 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 		$276K Buy
+696
New +$198K ﹤0.01% 1337
2025
Q2 		$312K Buy
+1,277
New +$318K ﹤0.01% 993
2024
Q4 		– Sell
-636
Closed -$201K – 1279
2024
Q3 		$201K Sell
636
-1,675
-72% -$596K ﹤0.01% 1043
2024
Q2 		$864K Buy
2,311
+3
+0.1% +$1.01K 0.01% 420
2024
Q1 		$800K Buy
2,308
+14
+0.6% +$5.31K 0.01% 418
2023
Q4 		$1.05M Buy
2,294
+37
+2% +$18.2K 0.01% 356
2023
Q3 		$1.1M Sell
2,257
-11,869
-84% -$5.58M 0.02% 312
2023
Q2 		$1.03M Sell
14,126
-3,311
-19% -$1.67M 0.01% 329
2023
Q1 		$4.44M Buy
+17,437
New +$8.62M 0.08% 147
2022
Q3 		– Sell
-836
Closed -$391K – 455
2022
Q2 		$391K Buy
836
+20
+2% +$8.9K 0.01% 428
2022
Q1 		$355K Buy
816
+63
+8% +$26.4K 0.01% 455
2021
Q4 		$349K Buy
753
+68
+10% +$30.1K 0.01% 437
2021
Q3 		$267K Sell
685
-122
-15% -$51.8K 0.01% 454
2021
Q2 		$357K Buy
+807
New +$353K 0.01% 406
2019
Q1 		– Sell
-915
Closed -$262K – 254
2018
Q4 		$262K Sell
915
-14
-2% -$4.44K 0.02% 219
2018
Q3 		$314K Buy
929
+164
+21% +$53.3K 0.02% 221
2018
Q2 		$228K Buy
765
+12
+2% +$3.51K 0.02% 168
2018
Q1 		$202K Buy
+753
New +$204K 0.02% 200

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

EP Wealth Advisors's HUM Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Humana (HUM) in Q2 2026: 696 shares worth $276K. The stake represents ﹤0.01% of the portfolio and ranks #1337 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in HUM as recently as Q2 2025.

EP Wealth Advisors first reported a position in HUM in Q1 2018 and has held it in 18 quarters since. The position peaked at $4.44M in Q1 2023. 925 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • EP Wealth Advisors held 696 shares of Humana worth $276K as of Q2 2026.
  • Humana was a new EP Wealth Advisors position in Q2 2026.
  • Humana made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1337 holding.
  • EP Wealth Advisors first reported a position in Humana in Q1 2018 and has held it in 18 quarters since.
  • EP Wealth Advisors's Humana position peaked at $4.44M in Q1 2023.
  • 925 funds tracked by Wall St. Rank held Humana as of Q2 2026.

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