HWA
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Heritage Wealth Advisors’s Humana HUM Stock Holding History

Heritage 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
Q1 		– Sell
-195
Closed -$49.9K – 693
2025
Q4 		$49.9K Hold
195
– – ﹤0.01% 321
2025
Q3 		$50.7K Hold
195
– – ﹤0.01% 297
2025
Q2 		$47.7K Hold
195
– – ﹤0.01% 301
2025
Q1 		$51.6K Sell
195
-11
-5% -$2.98K ﹤0.01% 300
2024
Q4 		$52.3K Buy
206
+2
+1% +$536 ﹤0.01% 303
2024
Q3 		$64.6K Buy
204
+9
+5% +$3.2K ﹤0.01% 308
2024
Q2 		$72.9K Sell
195
-60
-24% -$20.3K ﹤0.01% 279
2024
Q1 		$88.4K Buy
255
+60
+31% +$22.7K ﹤0.01% 270
2023
Q4 		$89.3K Hold
195
– – ﹤0.01% 281
2023
Q3 		$94.9K Hold
195
– – 0.01% 250
2023
Q2 		$87.2K Hold
195
– – ﹤0.01% 267
2023
Q1 		$94.7K Sell
195
-426
-69% -$211K 0.01% 263
2022
Q4 		$318K Hold
621
– – 0.02% 164
2022
Q3 		$301K Hold
621
– – 0.02% 160
2022
Q2 		$291K Hold
621
– – 0.02% 159
2022
Q1 		$270K Hold
621
– – 0.01% 173
2021
Q4 		$288K Hold
621
– – 0.02% 169
2021
Q3 		$242K Hold
621
– – 0.01% 184
2021
Q2 		$275K Hold
621
– – 0.02% 177
2021
Q1 		$260K Hold
621
– – 0.02% 184
2020
Q4 		$255K Buy
+621
New +$258K 0.02% 178
2020
Q1 		– Sell
-11
Closed -$4.03K – 505
2019
Q4 		$4.03K Buy
+11
New +$3.49K ﹤0.01% 456

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

Heritage Wealth Advisors's HUM Position: Q1 2026 in Review

Heritage Wealth Advisors sold out of Humana (HUM) in Q1 2026, closing a stake of 195 shares — an estimated $49.9K sold.

Heritage Wealth Advisors first reported a position in HUM in Q4 2019 and held it in 22 quarters. The position peaked at $318K in Q4 2022. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

  • Heritage Wealth Advisors reported no remaining Humana position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 195 Humana shares in Q1 2026, an estimated $49.9K.
  • Heritage Wealth Advisors first reported a position in Humana in Q4 2019 and held it in 22 quarters.
  • Heritage Wealth Advisors's Humana position peaked at $318K in Q4 2022.
  • 779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.