GoalVest Advisory’s Humana HUM Stock Holding History

GoalVest Advisory’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	-74	Closed	-$19K	–	497
2025 Q4	$19K	Buy	+74	New	+$19.4K	﹤0.01%	365
2022 Q2	–	Sell	-1	Closed	–	–	406
2022 Q1	$0	Buy	+1	New	+$418	﹤0.01%	435

Other funds holding HUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

GoalVest Advisory's HUM Position: Q1 2026 in Review

GoalVest Advisory sold out of Humana (HUM) in Q1 2026, closing a stake of 74 shares — an estimated $19K sold.

GoalVest Advisory first reported a position in HUM in Q1 2022 and held it in 2 quarters. The position peaked at $19K in Q4 2025. 784 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

GoalVest Advisory reported no remaining Humana position as of Q1 2026 after selling out during the quarter.
GoalVest Advisory sold 74 Humana shares in Q1 2026, an estimated $19K.
GoalVest Advisory first reported a position in Humana in Q1 2022 and held it in 2 quarters.
GoalVest Advisory's Humana position peaked at $19K in Q4 2025.
784 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.