Heritage Oak Wealth Advisors’s Humana HUM Stock Holding History

Heritage Oak Wealth 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 Q2	$1.34M	Buy	3,362 +12	+0.4%	+$3.42K	0.39%	35
2026 Q1	$584K	Buy	3,350 +24	+0.7%	+$4.92K	0.19%	37
2025 Q4	$855K	Buy	3,326 +10	+0.3%	+$2.62K	0.32%	36
2025 Q3	$863K	Sell	3,316 -2,974	-47%	-$782K	0.31%	37
2025 Q2	$1.54M	Buy	6,290 +24	+0.4%	+$5.98K	0.59%	29
2025 Q1	$1.66M	Sell	6,266 -2,966	-32%	-$802K	0.73%	24
2024 Q4	$2.34M	Buy	+9,232	New	+$2.48M	1.1%	19
2024 Q3	–	Sell	-9,248	Closed	-$3.46M	–	174
2024 Q2	$3.46M	Buy	+9,248	New	+$3.12M	1.75%	9

Other funds holding HUM

HGIM

High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Heritage Oak Wealth Advisors's HUM Position: Q2 2026 in Review

Heritage Oak Wealth Advisors increased its Humana (HUM) stake by 0.36% in Q2 2026, buying an estimated $3.42K and bringing the position to 3,362 shares worth $1.34M. The position accounts for 0.39% of the portfolio, ranked #35.

Heritage Oak Wealth Advisors first reported a position in HUM in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.46M in Q2 2024. 216 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

Heritage Oak Wealth Advisors held 3,362 shares of Humana worth $1.34M as of Q2 2026.
Heritage Oak Wealth Advisors bought 12 Humana shares in Q2 2026, an estimated $3.42K.
Humana made up 0.39% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Heritage Oak Wealth Advisors first reported a position in Humana in Q2 2024 and has held it in 8 quarters since.
Heritage Oak Wealth Advisors's Humana position peaked at $3.46M in Q2 2024.
216 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.