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Goldenstone Wealth Management’s Humana HUM Stock Holding History

Goldenstone Wealth 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
Q2 		– Sell
-1,339
Closed -$232K – 84
2026
Q1 		$232K Hold
1,339
– – 0.17% 83
2025
Q4 		$343K Buy
+1,339
New +$351K 0.26% 60

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 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

Goldenstone Wealth Management's HUM Position: Q2 2026 in Review

Goldenstone Wealth Management sold out of Humana (HUM) in Q2 2026, closing a stake of 1,339 shares — an estimated $232K sold.

Goldenstone Wealth Management first reported a position in HUM in Q4 2025 and held it in 2 quarters. The position peaked at $343K in Q4 2025. 923 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • Goldenstone Wealth Management reported no remaining Humana position as of Q2 2026 after selling out during the quarter.
  • Goldenstone Wealth Management sold 1,339 Humana shares in Q2 2026, an estimated $232K.
  • Goldenstone Wealth Management first reported a position in Humana in Q4 2025 and held it in 2 quarters.
  • Goldenstone Wealth Management's Humana position peaked at $343K in Q4 2025.
  • 923 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Goldenstone Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.