Gradient Investments
HUM icon

Gradient Investments’s Humana HUM Stock Holding History

Gradient Investments’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
Q3 		$5.24M Buy
13,738
+330
+2% +$128K 0.07% 208
2026
Q2 		$5.33M Sell
13,408
-6,112
-31% -$1.74M 0.07% 198
2026
Q1 		$3.38M Buy
+19,520
New +$4M 0.05% 217
2024
Q3 		– Sell
-50
Closed -$18.7K – 758
2024
Q2 		$18.7K Hold
50
– – ﹤0.01% 651
2024
Q1 		$17.3K Sell
50
-10
-17% -$3.79K ﹤0.01% 569
2023
Q4 		$27.5K Buy
60
+40
+200% +$19.7K ﹤0.01% 653
2023
Q3 		$9.7K Sell
20
-49
-71% -$23K ﹤0.01% 815
2023
Q2 		$30.9K Buy
69
+23
+50% +$11.6K ﹤0.01% 609
2023
Q1 		$22.3K Sell
46
-16
-26% -$7.91K ﹤0.01% 657
2022
Q4 		$31.8K Buy
62
+7
+13% +$3.68K ﹤0.01% 593
2022
Q3 		$27K Buy
55
+13
+31% +$6.32K ﹤0.01% 607
2022
Q2 		$20K Hold
42
– – ﹤0.01% 646
2022
Q1 		$18K Hold
42
– – ﹤0.01% 664
2021
Q4 		$19K Hold
42
– – ﹤0.01% 671
2021
Q3 		$16K Buy
+42
New +$17.8K ﹤0.01% 682
2021
Q2 		– Sell
-120
Closed -$50K – 1204
2021
Q1 		$50K Hold
120
– – ﹤0.01% 465
2020
Q4 		$50K Hold
120
– – ﹤0.01% 405
2020
Q3 		$50K Hold
120
– – ﹤0.01% 408
2020
Q2 		$47K Hold
120
– – ﹤0.01% 394
2020
Q1 		$38K Sell
120
-3
-2% -$1.01K ﹤0.01% 392
2019
Q4 		$45K Hold
123
– – ﹤0.01% 421
2019
Q3 		$31K Buy
123
+3
+3% +$841 ﹤0.01% 457
2019
Q2 		$32K Hold
120
– – ﹤0.01% 438
2019
Q1 		$32K Hold
120
– – ﹤0.01% 386
2018
Q4 		$34K Hold
120
– – ﹤0.01% 388
2018
Q3 		$41K Hold
120
– – ﹤0.01% 387
2018
Q2 		$36K Hold
120
– – ﹤0.01% 385
2018
Q1 		$32K Sell
120
-1
-0.8% -$271 ﹤0.01% 402
2017
Q4 		$30K Buy
+121
New +$29.9K ﹤0.01% 414

Other funds holding HUM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Gradient Investments's HUM Position: Q3 2026 in Review

Gradient Investments increased its Humana (HUM) stake by 2.5% in Q3 2026, buying an estimated $128K and bringing the position to 13,738 shares worth $5.24M. The position accounts for 0.07% of the portfolio, ranked #208.

Gradient Investments first reported a position in HUM in Q4 2017 and has held it in 29 quarters since. The position peaked at $5.33M in Q2 2026. 802 funds tracked by Wall St. Rank hold HUM as of Q3 2026.

  • Gradient Investments held 13,738 shares of Humana worth $5.24M as of Q3 2026.
  • Gradient Investments bought 330 Humana shares in Q3 2026, an estimated $128K.
  • Humana made up 0.07% of Gradient Investments's portfolio in Q3 2026, its #208 holding.
  • Gradient Investments first reported a position in Humana in Q4 2017 and has held it in 29 quarters since.
  • Gradient Investments's Humana position peaked at $5.33M in Q2 2026.
  • 802 funds tracked by Wall St. Rank held Humana as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.