High Point Wealth Management
HUM icon

High Point Wealth Management’s Humana HUM Stock Holding History

High Point 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
Q3 		$15.5K Hold
41
– – 0.01% 216
2026
Q2 		$16.1K Buy
41
+1
+3% +$285 0.01% 200
2026
Q1 		$7.02K Hold
40
– – 0.01% 224
2025
Q4 		$10.3K Buy
+40
New +$10.5K 0.01% 211

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

High Point Wealth Management's HUM Position: Q3 2026 in Review

High Point Wealth Management held its Humana (HUM) position steady in Q3 2026 at 41 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #216.

High Point Wealth Management first reported a position in HUM in Q4 2025 and has held it in 4 quarters since. The position peaked at $16.1K in Q2 2026. 802 funds tracked by Wall St. Rank hold HUM as of Q3 2026.

  • High Point Wealth Management held 41 shares of Humana worth $15.5K as of Q3 2026.
  • High Point Wealth Management left its Humana share count unchanged in Q3 2026.
  • Humana made up 0.01% of High Point Wealth Management's portfolio in Q3 2026, its #216 holding.
  • High Point Wealth Management first reported a position in Humana in Q4 2025 and has held it in 4 quarters since.
  • High Point Wealth Management's Humana position peaked at $16.1K in Q2 2026.
  • 802 funds tracked by Wall St. Rank held Humana as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.