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Ethos Financial Group’s Humana HUM Stock Holding History

Ethos Financial Group’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 		$437K Buy
+1,196
New +$341K 0.03% 387
2026
Q1 		– Sell
-1,108
Closed -$285K – 555
2025
Q4 		$285K Sell
1,108
-675
-38% -$177K 0.02% 400
2025
Q3 		$465K Buy
+1,783
New +$469K 0.04% 277

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 $3.38T AUM 44.17% 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

Ethos Financial Group's HUM Position: Q2 2026 in Review

Ethos Financial Group opened a new position in Humana (HUM) in Q2 2026: 1,196 shares worth $437K. The stake represents 0.03% of the portfolio and ranks #387 among its holdings. This is a return to the name: Ethos Financial Group previously reported a position in HUM as recently as Q4 2025.

Ethos Financial Group first reported a position in HUM in Q3 2025 and has held it in 3 quarters since. The position peaked at $465K in Q3 2025. 928 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • Ethos Financial Group held 1,196 shares of Humana worth $437K as of Q2 2026.
  • Humana was a new Ethos Financial Group position in Q2 2026.
  • Humana made up 0.03% of Ethos Financial Group's portfolio in Q2 2026, its #387 holding.
  • Ethos Financial Group first reported a position in Humana in Q3 2025 and has held it in 3 quarters since.
  • Ethos Financial Group's Humana position peaked at $465K in Q3 2025.
  • 928 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.