Freestone Capital Holdings’s Humana HUM Stock Holding History

Freestone Capital Holdings’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	$349K	Buy	+2,014	New	+$413K	0.01%	414
2022 Q2	–	Sell	-1,149	Closed	-$500K	–	501
2022 Q1	$500K	Buy	1,149 +179	+18%	+$74.9K	0.02%	347
2021 Q4	$450K	Buy	+970	New	+$429K	0.02%	332
2021 Q1	–	Sell	-280	Closed	-$115K	–	703
2020 Q4	$115K	Buy	280 +95	+51%	+$39.5K	0.01%	414
2020 Q3	$76.6K	Buy	+185	New	+$74.4K	0.01%	426

Other funds holding HUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Freestone Capital Holdings's HUM Position: Q1 2026 in Review

Freestone Capital Holdings opened a new position in Humana (HUM) in Q1 2026: 2,014 shares worth $349K. The stake represents 0.01% of the portfolio and ranks #414 among its holdings. This is a return to the name: Freestone Capital Holdings previously reported a position in HUM as recently as Q1 2022.

Freestone Capital Holdings first reported a position in HUM in Q3 2020 and has held it in 5 quarters since. The position peaked at $500K in Q1 2022. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

Freestone Capital Holdings held 2,014 shares of Humana worth $349K as of Q1 2026.
Humana was a new Freestone Capital Holdings position in Q1 2026.
Humana made up 0.01% of Freestone Capital Holdings's portfolio in Q1 2026, its #414 holding.
Freestone Capital Holdings first reported a position in Humana in Q3 2020 and has held it in 5 quarters since.
Freestone Capital Holdings's Humana position peaked at $500K in Q1 2022.
779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.