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Garton & Associates Financial Advisors’s Humana HUM Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-449
Closed -$115K – 376
2025
Q4 		$115K Buy
+449
New +$118K 0.06% 207

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
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Garton & Associates Financial Advisors's HUM Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Humana (HUM) in Q1 2026, closing a stake of 449 shares — an estimated $115K sold.

Garton & Associates Financial Advisors first reported a position in HUM in Q4 2025 and held it in 1 quarter. The position peaked at $115K in Q4 2025. 783 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Humana position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 449 Humana shares in Q1 2026, an estimated $115K.
  • Garton & Associates Financial Advisors first reported a position in Humana in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Humana position peaked at $115K in Q4 2025.
  • 783 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.