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Fiduciary Alliance’s Humana HUM Stock Holding History

Fiduciary Alliance’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 		$2.63M Buy
6,634
+1,006
+18% +$286K 0.18% 143
2026
Q1 		$1.12M Buy
5,628
+49
+0.9% +$10K 0.07% 251
2025
Q4 		$1.43M Sell
5,579
-1,134
-17% -$297K 0.09% 203
2025
Q3 		$1.75M Sell
6,713
-263
-4% -$69.2K 0.12% 163
2025
Q2 		$1.71M Buy
6,976
+1,805
+35% +$450K 0.13% 158
2025
Q1 		$1.37M Sell
5,171
-247
-5% -$66.8K 0.13% 141
2024
Q4 		$1.37M Buy
+5,418
New +$1.45M 0.14% 135
2023
Q3 		– Sell
-9
Closed -$4.02K – 502
2023
Q2 		$4.02K Buy
+9
New +$4.53K ﹤0.01% 720
2023
Q1 		– Sell
-9
Closed -$4.61K – 448
2022
Q4 		$4.61K Buy
+9
New +$4.73K ﹤0.01% 551

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

Fiduciary Alliance's HUM Position: Q2 2026 in Review

Fiduciary Alliance increased its Humana (HUM) stake by 18% in Q2 2026, buying an estimated $286K and bringing the position to 6,634 shares worth $2.63M. The position accounts for 0.18% of the portfolio, ranked #143.

Fiduciary Alliance first reported a position in HUM in Q4 2022 and has held it in 9 quarters since. 925 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • Fiduciary Alliance held 6,634 shares of Humana worth $2.63M as of Q2 2026.
  • Fiduciary Alliance bought 1,006 Humana shares in Q2 2026, an estimated $286K.
  • Humana made up 0.18% of Fiduciary Alliance's portfolio in Q2 2026, its #143 holding.
  • Fiduciary Alliance first reported a position in Humana in Q4 2022 and has held it in 9 quarters since.
  • 925 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.