EWA
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EverSource Wealth Advisors’s Humana HUM Stock Holding History

EverSource 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 		$180K Sell
453
-40
-8% -$11.4K 0.01% 1052
2026
Q1 		$85.5K Sell
493
-437
-47% -$89.6K ﹤0.01% 1529
2025
Q4 		$238K Sell
930
-633
-40% -$166K 0.01% 866
2025
Q3 		$407K Buy
1,563
+213
+16% +$56K 0.02% 582
2025
Q2 		$330K Buy
1,350
+617
+84% +$154K 0.01% 630
2025
Q1 		$194K Buy
733
+254
+53% +$68.7K 0.01% 671
2024
Q4 		$122K Buy
479
+33
+7% +$8.85K 0.01% 847
2024
Q3 		$141K Buy
446
+71
+19% +$25.3K 0.01% 677
2024
Q2 		$136K Buy
375
+77
+26% +$26K 0.01% 691
2024
Q1 		$90.1K Sell
298
-140
-32% -$53.1K 0.01% 745
2023
Q4 		$201K Buy
438
+5
+1% +$2.46K 0.02% 431
2023
Q3 		$211K Sell
433
-131
-23% -$61.6K 0.02% 388
2023
Q2 		$252K Sell
564
-384
-41% -$193K 0.03% 346
2023
Q1 		$460K Sell
948
-3
-0.3% -$1.48K 0.06% 227
2022
Q4 		$487K Sell
951
-103
-10% -$54.1K 0.07% 201
2022
Q3 		$511K Sell
1,054
-12
-1% -$5.84K 0.12% 172
2022
Q2 		$499K Buy
1,066
+377
+55% +$168K 0.13% 145
2022
Q1 		$300K Buy
689
+346
+101% +$145K 0.08% 208
2021
Q4 		$160K Buy
+343
New +$152K 0.04% 256

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

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

EverSource Wealth Advisors reduced its Humana (HUM) stake by 8.1% in Q2 2026, selling an estimated $11.4K and leaving 453 shares worth $180K. The position accounts for 0.01% of the portfolio, ranked #1052.

EverSource Wealth Advisors first reported a position in HUM in Q4 2021 and has held it in 19 quarters since. The position peaked at $511K in Q3 2022. 924 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • EverSource Wealth Advisors held 453 shares of Humana worth $180K as of Q2 2026.
  • EverSource Wealth Advisors sold 40 Humana shares in Q2 2026, an estimated $11.4K.
  • Humana made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1052 holding.
  • EverSource Wealth Advisors first reported a position in Humana in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Humana position peaked at $511K in Q3 2022.
  • 924 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.