HWM
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HB Wealth Management’s Humana HUM Stock Holding History

HB 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
Q1 		$783K Buy
4,517
+522
+13% +$107K 0.01% 772
2025
Q4 		$1.02M Sell
3,995
-13
-0.3% -$3.41K 0.01% 615
2025
Q3 		$1.04M Buy
4,008
+219
+6% +$57.6K 0.01% 592
2025
Q2 		$927K Buy
3,789
+13
+0.3% +$3.24K 0.01% 552
2025
Q1 		$999K Buy
3,776
+406
+12% +$110K 0.01% 541
2024
Q4 		$855K Sell
3,370
-156
-4% -$41.8K 0.01% 445
2024
Q3 		$1.12M Sell
3,526
-230
-6% -$81.9K 0.01% 369
2024
Q2 		$1.4M Buy
3,756
+513
+16% +$173K 0.02% 310
2024
Q1 		$1.12M Buy
3,243
+231
+8% +$87.6K 0.01% 334
2023
Q4 		$1.38M Sell
3,012
-310
-9% -$153K 0.02% 276
2023
Q3 		$1.62M Buy
3,322
+201
+6% +$94.5K 0.03% 235
2023
Q2 		$1.4M Sell
3,121
-49
-2% -$24.7K 0.02% 248
2023
Q1 		$1.54M Buy
3,170
+172
+6% +$85K 0.03% 228
2022
Q4 		$1.54M Buy
2,998
+126
+4% +$66.2K 0.03% 232
2022
Q3 		$1.39M Buy
2,872
+88
+3% +$42.8K 0.03% 217
2022
Q2 		$1.3M Buy
2,784
+385
+16% +$171K 0.03% 222
2022
Q1 		$1.04M Buy
2,399
+264
+12% +$110K 0.02% 265
2021
Q4 		$990K Buy
+2,135
New +$945K 0.02% 238

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

HB Wealth Management's HUM Position: Q1 2026 in Review

HB Wealth Management increased its Humana (HUM) stake by 13% in Q1 2026, buying an estimated $107K and bringing the position to 4,517 shares worth $783K. The position accounts for 0.01% of the portfolio, ranked #772.

HB Wealth Management first reported a position in HUM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.62M in Q3 2023. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

  • HB Wealth Management held 4,517 shares of Humana worth $783K as of Q1 2026.
  • HB Wealth Management bought 522 Humana shares in Q1 2026, an estimated $107K.
  • Humana made up 0.01% of HB Wealth Management's portfolio in Q1 2026, its #772 holding.
  • HB Wealth Management first reported a position in Humana in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's Humana position peaked at $1.62M in Q3 2023.
  • 779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.