FAM
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Fulcrum Asset Management’s Humana HUM Stock Holding History

Fulcrum Asset 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
2025
Q2 		– Sell
-3,624
Closed -$805K – 277
2025
Q1 		$805K Buy
3,624
+2,628
+264% +$711K 0.16% 120
2024
Q4 		$212K Sell
996
-4,678
-82% -$1.25M 0.99% 16
2024
Q3 		$1.4M Buy
5,674
+615
+12% +$219K 3.21% 14
2024
Q2 		$1.56M Buy
+5,059
New +$1.71M 4.84% 10

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

Fulcrum Asset Management's HUM Position: Q1 2026 in Review

Fulcrum Asset Management increased its Humana (HUM) stake by 5.1% in Q1 2026, buying an estimated $4.1K and bringing the position to 410 shares worth $68.1K. The position accounts for 0.01% of the portfolio, ranked #178.

Fulcrum Asset Management first reported a position in HUM in Q2 2025 and has held it in 4 quarters since. The position peaked at $295K in Q2 2025. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

  • Fulcrum Asset Management held 410 shares of Humana worth $68.1K as of Q1 2026.
  • Fulcrum Asset Management bought 20 Humana shares in Q1 2026, an estimated $4.1K.
  • Humana made up 0.01% of Fulcrum Asset Management's portfolio in Q1 2026, its #178 holding.
  • Fulcrum Asset Management first reported a position in Humana in Q2 2025 and has held it in 4 quarters since.
  • Fulcrum Asset Management's Humana position peaked at $295K in Q2 2025.
  • 779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.