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Forum Financial Management’s Humana HUM Stock Holding History

Forum Financial Management’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
Q1 		– Sell
-2,478
Closed -$635K – 642
2025
Q4 		$635K Buy
2,478
+1,580
+176% +$414K 0.01% 381
2025
Q3 		$234K Sell
898
-261
-23% -$68.6K ﹤0.01% 878
2025
Q2 		$283K Sell
1,159
-318
-22% -$79.3K ﹤0.01% 703
2025
Q1 		$391K Sell
1,477
-439
-23% -$119K 0.01% 459
2024
Q4 		$486K Buy
1,916
+733
+62% +$197K 0.01% 390
2024
Q3 		$375K Buy
1,183
+4
+0.3% +$1.42K 0.01% 424
2024
Q2 		$440K Buy
1,179
+11
+0.9% +$3.71K 0.01% 345
2024
Q1 		$405K Sell
1,168
-106
-8% -$40.2K 0.01% 396
2023
Q4 		$583K Buy
1,274
+72
+6% +$35.5K 0.01% 252
2023
Q3 		$585K Sell
1,202
-399
-25% -$188K 0.01% 245
2023
Q2 		$716K Sell
1,601
-11
-0.7% -$5.54K 0.02% 215
2023
Q1 		$783K Sell
1,612
-8
-0.5% -$3.96K 0.02% 176
2022
Q4 		$830K Buy
1,620
+18
+1% +$9.46K 0.03% 165
2022
Q3 		$777K Sell
1,602
-9
-0.6% -$4.38K 0.04% 142
2022
Q2 		$754K Buy
1,611
+571
+55% +$254K 0.04% 149
2022
Q1 		$452K Sell
1,040
-439
-30% -$184K 0.02% 262
2021
Q4 		$686K Buy
+1,479
New +$654K 0.04% 178

Other funds holding HUM

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Forum Financial Management's HUM Position: Q1 2026 in Review

Forum Financial Management sold out of Humana (HUM) in Q1 2026, closing a stake of 2,478 shares — an estimated $635K sold.

Forum Financial Management first reported a position in HUM in Q4 2021 and held it in 17 quarters. The position peaked at $830K in Q4 2022. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

  • Forum Financial Management reported no remaining Humana position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,478 Humana shares in Q1 2026, an estimated $635K.
  • Forum Financial Management first reported a position in Humana in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Humana position peaked at $830K in Q4 2022.
  • 779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.